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 | $355,001 | $154,228+130.2% | $145,433+144.1% | $137,256+158.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.33% | 74.59%-62.3pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $20,186 | $4,804+320.2% | $4,554+343.2% | $4,156+385.7% |
| Participant deferral / active EE | $16,183 | $8,216+97.0% | $7,897+104.9% | $6,407+152.6% |
| Admin fee / account holder | $391 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |