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 | $441,112 | $177,572+148.4% | $154,803+185.0% | $142,382+209.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.19% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $13,245 | $4,810+175.3% | $4,305+207.6% | $4,299+208.1% |
| Participant deferral / active EE | $12,169 | $6,272+94.0% | $5,540+119.6% | $6,507+87.0% |
| Admin fee / account holder | $33,900 | $16,786+102.0% | $14,329+136.6% | $12,624+168.5% |