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 | $1,226,963 | $217,402+464.4% | $185,823+560.3% | $167,490+632.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.17% | 148.36%-143.2pp | 122.05%-116.9pp | 478.56%-473.4pp |
| Employer contribution / active EE | $6,197 | $5,873+5.5% | $5,167+19.9% | $4,837+28.1% |
| Participant deferral / active EE | $2,662 | $6,356-58.1% | $5,568-52.2% | $6,341-58.0% |
| Admin fee / account holder | $1,487 | $19,811-92.5% | $16,237-90.8% | $12,309-87.9% |