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 | $342,679 | $150,440+127.8% | $136,294+151.4% | $147,584+132.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 7.72% | 1049.08%-1041.4pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $4,870 | $5,256-7.3% | $4,695+3.7% | $4,876-0.1% |
| Participant deferral / active EE | $10,660 | $6,630+60.8% | $6,247+70.6% | $5,439+96.0% |
| Admin fee / account holder | $9,412 | $10,905-13.7% | $9,243+1.8% | $10,885-13.5% |