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 | $424,305 | $177,572+138.9% | $154,803+174.1% | $142,382+198.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.66% | 65.07%-54.4pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $13,841 | $4,810+187.7% | $4,305+221.5% | $4,299+221.9% |
| Participant deferral / active EE | $12,712 | $6,272+102.7% | $5,540+129.4% | $6,507+95.4% |
| Admin fee / account holder | $3,270 | $16,786-80.5% | $14,329-77.2% | $12,624-74.1% |