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 | $293,519 | $171,865+70.8% | $149,718+96.0% | $147,584+98.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.71% | 2113.22%-2104.5pp | 1501.63%-1492.9pp | 578.55%-569.8pp |
| Employer contribution / active EE | $9,354 | $6,275+49.1% | $5,445+71.8% | $4,876+91.8% |
| Participant deferral / active EE | $5,972 | $7,271-17.9% | $6,569-9.1% | $5,439+9.8% |
| Admin fee / account holder | $1,306 | $13,799-90.5% | $11,283-88.4% | $10,885-88.0% |