See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,671 | $179,726+57.8% | $156,263+81.5% | $142,382+99.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.38% | 77.86%-68.5pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,709 | $5,069-46.6% | $4,333-37.5% | $4,299-37.0% |
| Participant deferral / active EE | $16,797 | $6,956+141.5% | $6,158+172.7% | $6,507+158.1% |
| Admin fee / account holder | $20,583 | $17,272+19.2% | $14,255+44.4% | $12,624+63.0% |