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 | $384,482 | $217,402+76.9% | $185,823+106.9% | $167,490+129.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.54% | 148.36%-145.8pp | 122.05%-119.5pp | 478.56%-476.0pp |
| Employer contribution / active EE | $5,755 | $5,873-2.0% | $5,167+11.4% | $4,837+19.0% |
| Participant deferral / active EE | $9,878 | $6,356+55.4% | $5,568+77.4% | $6,341+55.8% |
| Admin fee / account holder | $3,403 | $19,811-82.8% | $16,237-79.0% | $12,309-72.4% |