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 | $390,210 | $175,202+122.7% | $149,673+160.7% | $139,434+179.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 2.30% | 166.71%-164.4pp | 134.42%-132.1pp | 372.94%-370.6pp |
| Employer contribution / active EE | $12,000 | $5,474+119.2% | $4,818+149.1% | $4,751+152.6% |
| Participant deferral / active EE | $7,800 | $6,519+19.7% | $5,680+37.3% | $6,710+16.2% |
| Admin fee / account holder | $492 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |