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 | $374,631 | $175,202+113.8% | $149,673+150.3% | $139,434+168.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.16% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $12,265 | $5,474+124.0% | $4,818+154.6% | $4,751+158.2% |
| Participant deferral / active EE | $14,364 | $6,519+120.3% | $5,680+152.9% | $6,710+114.1% |
| Admin fee / account holder | $948 | $16,150-94.1% | $13,210-92.8% | $11,403-91.7% |