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 | $323,092 | $183,519+76.1% | $155,509+107.8% | $145,922+121.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.53% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $17,409 | $5,313+227.7% | $4,672+272.6% | $4,660+273.6% |
| Participant deferral / active EE | $11,035 | $6,462+70.8% | $5,626+96.1% | $6,688+65.0% |
| Admin fee / account holder | $1,500 | $19,313-92.2% | $15,912-90.6% | $13,397-88.8% |