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 | $589,937 | $201,272+193.1% | $184,203+220.3% | $145,922+304.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 6.45% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $15,587 | $7,022+122.0% | $6,427+142.5% | $4,660+234.5% |
| Participant deferral / active EE | $19,559 | $9,806+99.5% | $9,131+114.2% | $6,688+192.5% |
| Admin fee / account holder | $565 | $16,364-96.5% | $13,901-95.9% | $13,397-95.8% |