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 | $381,153 | $202,318+88.4% | $172,739+120.7% | $152,861+149.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 2.81% | 1029.65%-1026.8pp | 802.84%-800.0pp | 345.32%-342.5pp |
| Employer contribution / active EE | $9,534 | $5,856+62.8% | $5,143+85.4% | $4,762+100.2% |
| Participant deferral / active EE | $11,776 | $5,948+98.0% | $5,198+126.6% | $5,850+101.3% |
| Admin fee / account holder | $15,123 | $17,109-11.6% | $13,954+8.4% | $11,596+30.4% |