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 | $291,499 | $159,602+82.6% | $150,045+94.3% | $142,382+104.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.33% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $15,736 | $4,961+217.2% | $4,693+235.3% | $4,299+266.0% |
| Participant deferral / active EE | $9,183 | $8,310+10.5% | $7,997+14.8% | $6,507+41.1% |
| Admin fee / account holder | $1,745 | $14,846-88.2% | $13,435-87.0% | $12,624-86.2% |