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 | $261,347 | $148,534+76.0% | $135,903+92.3% | $139,434+87.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.78% | 79.19%-68.4pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $4,274 | $5,243-18.5% | $4,856-12.0% | $4,751-10.0% |
| Participant deferral / active EE | $16,700 | $8,100+106.2% | $7,758+115.3% | $6,710+148.9% |
| Admin fee / account holder | $8,437 | $12,400-32.0% | $10,762-21.6% | $11,403-26.0% |