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 | $474,202 | $114,381+314.6% | $107,525+341.0% | $142,382+233.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.51% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $4,440 | $4,015+10.6% | $3,754+18.3% | $4,299+3.3% |
| Participant deferral / active EE | $8,371 | $5,564+50.4% | $5,116+63.6% | $6,507+28.6% |
| Admin fee / account holder | $2,948 | $9,860-70.1% | $8,919-66.9% | $12,624-76.6% |