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 | $290,710 | $178,174+63.2% | $156,181+86.1% | $137,256+111.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.90% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $15,183 | $4,972+205.4% | $4,294+253.6% | $4,156+265.3% |
| Participant deferral / active EE | $14,709 | $6,888+113.6% | $6,132+139.9% | $6,407+129.6% |
| Admin fee / account holder | $1,237 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |