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 | $281,484 | $176,056+59.9% | $159,436+76.5% | $167,490+68.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.49% | 331.75%-327.3pp | 263.57%-259.1pp | 478.56%-474.1pp |
| Employer contribution / active EE | $4,216 | $5,297-20.4% | $4,829-12.7% | $4,837-12.8% |
| Participant deferral / active EE | $12,007 | $7,750+54.9% | $7,352+63.3% | $6,341+89.3% |
| Admin fee / account holder | $965 | $12,554-92.3% | $10,799-91.1% | $12,309-92.2% |