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 | $343,036 | $148,534+130.9% | $135,903+152.4% | $139,434+146.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.76% | 79.19%-69.4pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $4,183 | $5,243-20.2% | $4,856-13.9% | $4,751-12.0% |
| Participant deferral / active EE | $9,660 | $8,100+19.3% | $7,758+24.5% | $6,710+44.0% |
| Admin fee / account holder | $2,777 | $12,400-77.6% | $10,762-74.2% | $11,403-75.6% |