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 | $335,215 | $154,228+117.4% | $145,433+130.5% | $137,256+144.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.09% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $4,499 | $4,804-6.4% | $4,554-1.2% | $4,156+8.2% |
| Participant deferral / active EE | $15,765 | $8,216+91.9% | $7,897+99.6% | $6,407+146.1% |
| Admin fee / account holder | $29,686 | $14,344+107.0% | $13,129+126.1% | $12,270+141.9% |