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 | $459,171 | $157,256+192.0% | $141,162+225.3% | $152,861+200.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.40% | 64.32%-60.9pp | 71.39%-68.0pp | 345.32%-341.9pp |
| Employer contribution / active EE | $5,844 | $5,261+11.1% | $4,735+23.4% | $4,762+22.7% |
| Participant deferral / active EE | $15,488 | $7,109+117.9% | $6,709+130.9% | $5,850+164.8% |
| Admin fee / account holder | $12,652 | $12,120+4.4% | $10,261+23.3% | $11,596+9.1% |