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 | $634,374 | $209,336+203.0% | $197,124+221.8% | $137,256+362.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.53% | 48.09%-39.6pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $4,069 | $6,591-38.3% | $6,227-34.7% | $4,156-2.1% |
| Participant deferral / active EE | $13,817 | $9,614+43.7% | $9,135+51.3% | $6,407+115.7% |
| Admin fee / account holder | $1,125 | $17,308-93.5% | $16,298-93.1% | $12,270-90.8% |