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 | $375,015 | $148,534+152.5% | $135,903+175.9% | $139,434+169.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.51% | 79.19%-70.7pp | 68.23%-59.7pp | 372.94%-364.4pp |
| Employer contribution / active EE | $10,643 | $5,243+103.0% | $4,856+119.2% | $4,751+124.0% |
| Participant deferral / active EE | $17,102 | $8,100+111.1% | $7,758+120.4% | $6,710+154.9% |
| Admin fee / account holder | $82,275 | $12,400+563.5% | $10,762+664.5% | $11,403+621.6% |