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 | $379,479 | $185,822+104.2% | $169,993+123.2% | $139,434+172.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.61% | 60.50%-58.9pp | 53.37%-51.8pp | 372.94%-371.3pp |
| Employer contribution / active EE | $19,000 | $7,590+150.3% | $6,785+180.0% | $4,751+299.9% |
| Participant deferral / active EE | $16,961 | $11,622+45.9% | $10,408+63.0% | $6,710+152.8% |
| Admin fee / account holder | $8,620 | $15,381-44.0% | $12,815-32.7% | $11,403-24.4% |