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 | $400,843 | $177,572+125.7% | $154,803+158.9% | $142,382+181.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.04% | 65.07%-57.0pp | 58.88%-50.8pp | 217.08%-209.0pp |
| Employer contribution / active EE | $3,750 | $4,810-22.0% | $4,305-12.9% | $4,299-12.8% |
| Participant deferral / active EE | $7,750 | $6,272+23.6% | $5,540+39.9% | $6,507+19.1% |
| Admin fee / account holder | $1,986 | $16,786-88.2% | $14,329-86.1% | $12,624-84.3% |