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 | $417,431 | $209,411+99.3% | $178,490+133.9% | $158,922+162.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 2.41% | 188.75%-186.3pp | 151.07%-148.7pp | 302.83%-300.4pp |
| Employer contribution / active EE | $9,226 | $5,706+61.7% | $5,011+84.1% | $4,761+93.8% |
| Participant deferral / active EE | $12,442 | $5,954+109.0% | $5,202+139.2% | $5,982+108.0% |
| Admin fee / account holder | $481 | $17,074-97.2% | $13,984-96.6% | $11,246-95.7% |