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 | $418,487 | $202,318+106.8% | $172,739+142.3% | $152,861+173.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.84% | 1029.65%-1028.8pp | 802.84%-802.0pp | 345.32%-344.5pp |
| Employer contribution / active EE | $14,529 | $5,856+148.1% | $5,143+182.5% | $4,762+205.1% |
| Participant deferral / active EE | $8,167 | $5,948+37.3% | $5,198+57.1% | $5,850+39.6% |
| Admin fee / account holder | $906 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |