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 | $291,015 | $176,056+65.3% | $159,436+82.5% | $167,490+73.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.84% | 331.75%-325.9pp | 263.57%-257.7pp | 478.56%-472.7pp |
| Employer contribution / active EE | $7,200 | $5,297+35.9% | $4,829+49.1% | $4,837+48.8% |
| Participant deferral / active EE | $7,410 | $7,750-4.4% | $7,352+0.8% | $6,341+16.9% |
| Admin fee / account holder | $466 | $12,554-96.3% | $10,799-95.7% | $12,309-96.2% |