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 | $305,810 | $209,411+46.0% | $178,490+71.3% | $158,922+92.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.37% | 188.75%-187.4pp | 151.07%-149.7pp | 302.83%-301.5pp |
| Employer contribution / active EE | $6,523 | $5,706+14.3% | $5,011+30.2% | $4,761+37.0% |
| Participant deferral / active EE | $7,429 | $5,954+24.8% | $5,202+42.8% | $5,982+24.2% |
| Admin fee / account holder | $2,175 | $17,074-87.3% | $13,984-84.4% | $11,246-80.7% |