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 | $306,420 | $172,111+78.0% | $150,298+103.9% | $137,256+123.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.31% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $5,857 | $4,636+26.3% | $4,154+41.0% | $4,156+40.9% |
| Participant deferral / active EE | $6,550 | $6,166+6.2% | $5,453+20.1% | $6,407+2.2% |
| Admin fee / account holder | $10,920 | $16,471-33.7% | $14,116-22.6% | $12,270-11.0% |