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 | $441,278 | $102,616+330.0% | $81,983+438.3% | $158,922+177.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 5.82% | 61.04%-55.2pp | 41.31%-35.5pp | 302.83%-297.0pp |
| Employer contribution / active EE | $16,964 | $3,240+423.6% | $2,498+579.1% | $4,761+256.3% |
| Participant deferral / active EE | $17,154 | $4,648+269.1% | $3,722+360.9% | $5,982+186.8% |
| Admin fee / account holder | $1,584 | $8,235-80.8% | $5,664-72.0% | $11,246-85.9% |