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 | $350,582 | $74,888+368.1% | $71,209+392.3% | $142,382+146.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 9.11% | 345.14%-336.0pp | 282.51%-273.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $6,674 | $2,854+133.8% | $2,721+145.3% | $4,299+55.2% |
| Participant deferral / active EE | $8,126 | $4,454+82.4% | $4,175+94.6% | $6,507+24.9% |
| Admin fee / account holder | $27,344 | $5,568+391.1% | $5,349+411.2% | $12,624+116.6% |