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 | $314,268 | $108,919+188.5% | $100,391+213.0% | $145,922+115.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 10.09% | 57.88%-47.8pp | 49.20%-39.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $8,560 | $4,419+93.7% | $3,942+117.2% | $4,660+83.7% |
| Participant deferral / active EE | $10,860 | $8,445+28.6% | $8,082+34.4% | $6,688+62.4% |
| Admin fee / account holder | $816 | $9,689-91.6% | $7,899-89.7% | $13,397-93.9% |