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 | $343,859 | $210,648+63.2% | $177,989+93.2% | $145,922+135.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.54% | 385.86%-380.3pp | 294.48%-288.9pp | 561.29%-555.7pp |
| Employer contribution / active EE | $4,781 | $4,565+4.7% | $3,949+21.1% | $4,660+2.6% |
| Participant deferral / active EE | $21,511 | $6,958+209.2% | $6,276+242.7% | $6,688+221.6% |
| Admin fee / account holder | $793 | $12,013-93.4% | $10,363-92.3% | $13,397-94.1% |