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 | $294,577 | $165,335+78.2% | $149,696+96.8% | $158,922+85.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.00% | 348.15%-343.1pp | 276.60%-271.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $4,040 | $5,103-20.8% | $4,644-13.0% | $4,761-15.1% |
| Participant deferral / active EE | $11,356 | $7,181+58.1% | $6,842+66.0% | $5,982+89.8% |
| Admin fee / account holder | $999 | $10,807-90.8% | $9,309-89.3% | $11,246-91.1% |