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 | $279,070 | $165,335+68.8% | $149,696+86.4% | $158,922+75.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.32% | 348.15%-345.8pp | 276.60%-274.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $8,908 | $5,103+74.6% | $4,644+91.8% | $4,761+87.1% |
| Participant deferral / active EE | $24,802 | $7,181+245.4% | $6,842+262.5% | $5,982+314.6% |
| Admin fee / account holder | $94,710 | $10,807+776.4% | $9,309+917.4% | $11,246+742.2% |