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 | $354,920 | $183,519+93.4% | $155,509+128.2% | $145,922+143.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 8.53% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,605 | $5,313-51.0% | $4,672-44.3% | $4,660-44.1% |
| Participant deferral / active EE | $11,623 | $6,462+79.9% | $5,626+106.6% | $6,688+73.8% |
| Admin fee / account holder | $11,943 | $19,313-38.2% | $15,912-24.9% | $13,397-10.9% |