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 | $667,897 | $177,572+276.1% | $154,803+331.4% | $142,382+369.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.53% | 65.07%-58.5pp | 58.88%-52.4pp | 217.08%-210.5pp |
| Employer contribution / active EE | $8,515 | $4,810+77.0% | $4,305+97.8% | $4,299+98.1% |
| Participant deferral / active EE | $3,834 | $6,272-38.9% | $5,540-30.8% | $6,507-41.1% |
| Admin fee / account holder | $4,314 | $16,786-74.3% | $14,329-69.9% | $12,624-65.8% |