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 | $356,299 | $202,318+76.1% | $172,739+106.3% | $152,861+133.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.39% | 1029.65%-1026.3pp | 802.84%-799.5pp | 345.32%-341.9pp |
| Employer contribution / active EE | $2,371 | $5,856-59.5% | $5,143-53.9% | $4,762-50.2% |
| Participant deferral / active EE | $6,222 | $5,948+4.6% | $5,198+19.7% | $5,850+6.4% |
| Admin fee / account holder | $5,476 | $17,109-68.0% | $13,954-60.8% | $11,596-52.8% |