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 | $424,162 | $159,602+165.8% | $150,045+182.7% | $142,382+197.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.42% | 70.24%-66.8pp | 62.55%-59.1pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,198 | $4,961-55.7% | $4,693-53.2% | $4,299-48.9% |
| Participant deferral / active EE | $30,333 | $8,310+265.0% | $7,997+279.3% | $6,507+366.1% |
| Admin fee / account holder | $6,739 | $14,846-54.6% | $13,435-49.8% | $12,624-46.6% |