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 | $850,145 | $159,602+432.7% | $150,045+466.6% | $142,382+497.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.19% | 70.24%-58.0pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,539 | $4,961-28.7% | $4,693-24.6% | $4,299-17.7% |
| Participant deferral / active EE | $13,246 | $8,310+59.4% | $7,997+65.6% | $6,507+103.6% |
| Admin fee / account holder | $6,765 | $14,846-54.4% | $13,435-49.6% | $12,624-46.4% |