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 | $632,305 | $172,111+267.4% | $150,298+320.7% | $137,256+360.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.85% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,031 | $4,636-56.2% | $4,154-51.1% | $4,156-51.1% |
| Participant deferral / active EE | $16,061 | $6,166+160.5% | $5,453+194.5% | $6,407+150.7% |
| Admin fee / account holder | $10,330 | $16,471-37.3% | $14,116-26.8% | $12,270-15.8% |