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 | $387,155 | $178,174+117.3% | $156,181+147.9% | $137,256+182.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.37% | 84.19%-74.8pp | 64.87%-55.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $6,285 | $4,972+26.4% | $4,294+46.4% | $4,156+51.2% |
| Participant deferral / active EE | $2,625 | $6,888-61.9% | $6,132-57.2% | $6,407-59.0% |
| Admin fee / account holder | $3,344 | $17,404-80.8% | $14,586-77.1% | $12,270-72.7% |