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 | $281,622 | $104,907+168.4% | $84,611+232.8% | $152,861+84.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.18% | 373.79%-364.6pp | 258.74%-249.6pp | 345.32%-336.1pp |
| Employer contribution / active EE | $5,619 | $3,302+70.2% | $2,652+111.9% | $4,762+18.0% |
| Participant deferral / active EE | $10,436 | $4,688+122.6% | $3,899+167.7% | $5,850+78.4% |
| Admin fee / account holder | $2,519 | $6,241-59.6% | $4,912-48.7% | $11,596-78.3% |