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 | $590,055 | $183,963+220.7% | $162,163+263.9% | $152,861+286.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.70% | 150.76%-146.1pp | 115.59%-110.9pp | 345.32%-340.6pp |
| Employer contribution / active EE | $3,727 | $6,371-41.5% | $5,614-33.6% | $4,762-21.7% |
| Participant deferral / active EE | $18,232 | $8,034+126.9% | $7,298+149.8% | $5,850+211.6% |
| Admin fee / account holder | $4,193 | $13,121-68.0% | $10,843-61.3% | $11,596-63.8% |