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 | $551,173 | $197,591+178.9% | $177,821+210.0% | $158,922+246.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.55% | 58.76%-56.2pp | 48.32%-45.8pp | 302.83%-300.3pp |
| Employer contribution / active EE | $19,764 | $6,697+195.1% | $5,918+233.9% | $4,761+315.1% |
| Participant deferral / active EE | $12,750 | $8,405+51.7% | $7,714+65.3% | $5,982+113.1% |
| Admin fee / account holder | $381 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |