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 | $589,655 | $88,710+564.7% | $81,783+621.0% | $145,959+304.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 7.74% | 1027.26%-1019.5pp | 775.05%-767.3pp | 561.95%-554.2pp |
| Employer contribution / active EE | $4,471 | $3,083+45.0% | $2,913+53.5% | $4,661-4.1% |
| Participant deferral / active EE | $10,200 | $4,645+119.6% | $4,320+136.1% | $6,689+52.5% |
| Admin fee / account holder | $17,316 | $8,407+106.0% | $7,380+134.6% | $13,398+29.2% |