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 | $373,143 | $183,592+103.2% | $155,567+139.9% | $145,959+155.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.69% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,575 | $5,315-70.4% | $4,674-66.3% | $4,661-66.2% |
| Participant deferral / active EE | $16,656 | $6,464+157.7% | $5,628+196.0% | $6,689+149.0% |
| Admin fee / account holder | $57,717 | $19,318+198.8% | $15,916+262.6% | $13,398+330.8% |