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 | $1,571,380 | $179,726+774.3% | $156,263+905.6% | $142,382+1003.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.72% | 77.86%-68.1pp | 59.47%-49.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $28,227 | $5,069+456.8% | $4,333+551.4% | $4,299+556.6% |
| Participant deferral / active EE | $27,054 | $6,956+288.9% | $6,158+339.3% | $6,507+315.8% |
| Admin fee / account holder | $8,444 | $17,272-51.1% | $14,255-40.8% | $12,624-33.1% |