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 | $335,220 | $148,534+125.7% | $135,903+146.7% | $139,434+140.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.86% | 79.19%-75.3pp | 68.23%-64.4pp | 372.94%-369.1pp |
| Employer contribution / active EE | $11,672 | $5,243+122.6% | $4,856+140.4% | $4,751+145.7% |
| Participant deferral / active EE | $4,182 | $8,100-48.4% | $7,758-46.1% | $6,710-37.7% |
| Admin fee / account holder | $4,965 | $12,400-60.0% | $10,762-53.9% | $11,403-56.5% |