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 | $297,317 | $197,591+50.5% | $177,821+67.2% | $158,922+87.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.82% | 58.76%-54.9pp | 48.32%-44.5pp | 302.83%-299.0pp |
| Employer contribution / active EE | $5,464 | $6,697-18.4% | $5,918-7.7% | $4,761+14.8% |
| Participant deferral / active EE | $13,477 | $8,405+60.3% | $7,714+74.7% | $5,982+125.3% |
| Admin fee / account holder | $21,120 | $15,399+37.1% | $12,427+69.9% | $11,246+87.8% |