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 | $407,940 | $88,751+359.6% | $81,812+398.6% | $145,922+179.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 8.44% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,441 | $3,083-20.8% | $2,912-16.2% | $4,660-47.6% |
| Participant deferral / active EE | $16,490 | $4,643+255.1% | $4,319+281.8% | $6,688+146.6% |
| Admin fee / account holder | $1,290 | $8,415-84.7% | $7,386-82.5% | $13,397-90.4% |