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 | $442,450 | $209,411+111.3% | $178,490+147.9% | $158,922+178.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.08% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $11,201 | $5,706+96.3% | $5,011+123.5% | $4,761+135.2% |
| Participant deferral / active EE | $15,100 | $5,954+153.6% | $5,202+190.3% | $5,982+152.4% |
| Admin fee / account holder | $5,804 | $17,074-66.0% | $13,984-58.5% | $11,246-48.4% |