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 | $463,006 | $179,726+157.6% | $156,263+196.3% | $142,382+225.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.36% | 77.86%-69.5pp | 59.47%-51.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $38,571 | $5,069+660.9% | $4,333+790.2% | $4,299+797.2% |
| Participant deferral / active EE | $5,642 | $6,956-18.9% | $6,158-8.4% | $6,507-13.3% |
| Admin fee / account holder | $1,505 | $17,272-91.3% | $14,255-89.4% | $12,624-88.1% |