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 | $272,413 | $154,228+76.6% | $145,433+87.3% | $137,256+98.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.09% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,004 | $4,804-37.5% | $4,554-34.1% | $4,156-27.7% |
| Participant deferral / active EE | $4,475 | $8,216-45.5% | $7,897-43.3% | $6,407-30.2% |
| Admin fee / account holder | $2,324 | $14,344-83.8% | $13,129-82.3% | $12,270-81.1% |