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 | $331,540 | $201,259+64.7% | $184,200+80.0% | $145,959+127.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.21% | 28.98%-21.8pp | 28.80%-21.6pp | 561.95%-554.7pp |
| Employer contribution / active EE | $3,654 | $7,018-47.9% | $6,424-43.1% | $4,661-21.6% |
| Participant deferral / active EE | $9,339 | $9,806-4.8% | $9,132+2.3% | $6,689+39.6% |
| Admin fee / account holder | $508 | $16,372-96.9% | $13,907-96.3% | $13,398-96.2% |