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 | $488,114 | $202,318+141.3% | $172,739+182.6% | $152,861+219.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 4.69% | 1029.65%-1025.0pp | 802.84%-798.2pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,104 | $5,856-64.1% | $5,143-59.1% | $4,762-55.8% |
| Participant deferral / active EE | $2,533 | $5,948-57.4% | $5,198-51.3% | $5,850-56.7% |
| Admin fee / account holder | $14,059 | $17,109-17.8% | $13,954+0.8% | $11,596+21.2% |