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 | $281,898 | $217,402+29.7% | $185,823+51.7% | $167,490+68.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.62% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,571 | $5,873-56.2% | $5,167-50.2% | $4,837-46.9% |
| Participant deferral / active EE | $11,688 | $6,356+83.9% | $5,568+109.9% | $6,341+84.3% |
| Admin fee / account holder | $28,431 | $19,811+43.5% | $16,237+75.1% | $12,309+131.0% |