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 | $336,334 | $214,378+56.9% | $200,582+67.7% | $142,382+136.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.51% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $11,354 | $6,841+66.0% | $6,419+76.9% | $4,299+164.1% |
| Participant deferral / active EE | $14,097 | $9,865+42.9% | $9,331+51.1% | $6,507+116.6% |
| Admin fee / account holder | $8,690 | $17,692-50.9% | $16,305-46.7% | $12,624-31.2% |