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 | $256,938 | $217,402+18.2% | $185,823+38.3% | $167,490+53.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.41% | 148.36%-145.0pp | 122.05%-118.6pp | 478.56%-475.1pp |
| Employer contribution / active EE | $11,222 | $5,873+91.1% | $5,167+117.2% | $4,837+132.0% |
| Participant deferral / active EE | $14,695 | $6,356+131.2% | $5,568+163.9% | $6,341+131.7% |
| Admin fee / account holder | $24,588 | $19,811+24.1% | $16,237+51.4% | $12,309+99.8% |