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 | $492,839 | $183,519+168.5% | $155,509+216.9% | $145,922+237.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.63% | 61.17%-55.5pp | 64.67%-59.0pp | 561.29%-555.7pp |
| Employer contribution / active EE | $7,957 | $5,313+49.8% | $4,672+70.3% | $4,660+70.8% |
| Participant deferral / active EE | $16,763 | $6,462+159.4% | $5,626+197.9% | $6,688+150.6% |
| Admin fee / account holder | $2,153 | $19,313-88.9% | $15,912-86.5% | $13,397-83.9% |