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 | $269,566 | $209,411+28.7% | $178,490+51.0% | $158,922+69.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.93% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,188 | $5,706-61.7% | $5,011-56.3% | $4,761-54.0% |
| Participant deferral / active EE | $5,553 | $5,954-6.7% | $5,202+6.8% | $5,982-7.2% |
| Admin fee / account holder | $2,598 | $17,074-84.8% | $13,984-81.4% | $11,246-76.9% |