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 | $329,308 | $177,572+85.5% | $154,803+112.7% | $142,382+131.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.23% | 65.07%-53.8pp | 58.88%-47.7pp | 217.08%-205.8pp |
| Employer contribution / active EE | $6,014 | $4,810+25.0% | $4,305+39.7% | $4,299+39.9% |
| Participant deferral / active EE | $3,364 | $6,272-46.4% | $5,540-39.3% | $6,507-48.3% |
| Admin fee / account holder | $3,146 | $16,786-81.3% | $14,329-78.0% | $12,624-75.1% |