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 | $265,407 | $159,602+66.3% | $150,045+76.9% | $142,382+86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.61% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,777 | $4,961-3.7% | $4,693+1.8% | $4,299+11.1% |
| Participant deferral / active EE | $2,586 | $8,310-68.9% | $7,997-67.7% | $6,507-60.3% |
| Admin fee / account holder | $11,652 | $14,846-21.5% | $13,435-13.3% | $12,624-7.7% |