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 | $751,956 | $183,963+308.8% | $162,163+363.7% | $152,861+391.9% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 7.93% | 150.76%-142.8pp | 115.59%-107.7pp | 345.32%-337.4pp |
| Employer contribution / active EE | $13,717 | $6,371+115.3% | $5,614+144.4% | $4,762+188.0% |
| Participant deferral / active EE | $10,828 | $8,034+34.8% | $7,298+48.4% | $5,850+85.1% |
| Admin fee / account holder | $8,297 | $13,121-36.8% | $10,843-23.5% | $11,596-28.5% |