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 5-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 | $291,030 | $202,432+43.8% | $169,368+71.8% | $139,434+108.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.75% | 531.74%-526.0pp | 405.60%-399.8pp | 372.94%-367.2pp |
| Employer contribution / active EE | $15,045 | $4,692+220.6% | $4,013+274.9% | $4,751+216.7% |
| Participant deferral / active EE | $15,250 | $6,938+119.8% | $6,221+145.1% | $6,710+127.3% |
| Admin fee / account holder | $2,055 | $10,708-80.8% | $9,003-77.2% | $11,403-82.0% |