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 | $402,801 | $157,256+156.1% | $141,162+185.3% | $152,861+163.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.41% | 64.32%-54.9pp | 71.39%-62.0pp | 345.32%-335.9pp |
| Employer contribution / active EE | $3,196 | $5,261-39.3% | $4,735-32.5% | $4,762-32.9% |
| Participant deferral / active EE | $7,118 | $7,109+0.1% | $6,709+6.1% | $5,850+21.7% |
| Admin fee / account holder | $1,165 | $12,120-90.4% | $10,261-88.6% | $11,596-90.0% |