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 | $402,206 | $154,228+160.8% | $145,433+176.6% | $137,256+193.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.34% | 74.59%-70.2pp | 66.58%-62.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $24,616 | $4,804+412.4% | $4,554+440.5% | $4,156+492.3% |
| Participant deferral / active EE | $10,563 | $8,216+28.6% | $7,897+33.7% | $6,407+64.9% |
| Admin fee / account holder | $2,837 | $14,344-80.2% | $13,129-78.4% | $12,270-76.9% |