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 | $694,282 | $177,572+291.0% | $154,803+348.5% | $142,382+387.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 9.20% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $13,930 | $4,810+189.6% | $4,305+223.5% | $4,299+224.0% |
| Participant deferral / active EE | $8,064 | $6,272+28.6% | $5,540+45.5% | $6,507+23.9% |
| Admin fee / account holder | $2,134 | $16,786-87.3% | $14,329-85.1% | $12,624-83.1% |