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 | $274,046 | $159,901+71.4% | $146,958+86.5% | $145,922+87.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.07% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $12,874 | $5,286+143.5% | $4,933+161.0% | $4,660+176.3% |
| Participant deferral / active EE | $6,169 | $8,428-26.8% | $8,070-23.6% | $6,688-7.8% |
| Admin fee / account holder | $4,551 | $15,044-69.8% | $12,998-65.0% | $13,397-66.0% |