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 | $639,513 | $154,228+314.7% | $145,433+339.7% | $137,256+365.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.82% | 74.59%-68.8pp | 66.58%-60.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,431 | $4,804-70.2% | $4,554-68.6% | $4,156-65.6% |
| Participant deferral / active EE | $9,913 | $8,216+20.6% | $7,897+25.5% | $6,407+54.7% |
| Admin fee / account holder | $25,000 | $14,344+74.3% | $13,129+90.4% | $12,270+103.7% |