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 | $298,972 | $165,984+80.1% | $164,813+81.4% | $145,922+104.9% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 7.66% | 100.03%-92.4pp | 69.93%-62.3pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,539 | $5,273-51.8% | $4,341-41.5% | $4,660-45.5% |
| Participant deferral / active EE | $4,278 | $6,959-38.5% | $6,031-29.1% | $6,688-36.0% |
| Admin fee / account holder | $803 | $16,648-95.2% | $12,690-93.7% | $13,397-94.0% |