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 | $309,923 | $198,466+56.2% | $170,442+81.8% | $147,584+110.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.01% | 257.29%-254.3pp | 205.93%-202.9pp | 578.55%-575.5pp |
| Employer contribution / active EE | $5,165 | $6,184-16.5% | $5,433-4.9% | $4,876+5.9% |
| Participant deferral / active EE | $16,395 | $5,629+191.2% | $4,939+231.9% | $5,439+201.5% |
| Admin fee / account holder | $386 | $16,852-97.7% | $13,880-97.2% | $10,885-96.5% |