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 | $287,652 | $148,534+93.7% | $135,903+111.7% | $139,434+106.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.35% | 79.19%-72.8pp | 68.23%-61.9pp | 372.94%-366.6pp |
| Employer contribution / active EE | $6,747 | $5,243+28.7% | $4,856+38.9% | $4,751+42.0% |
| Participant deferral / active EE | $16,511 | $8,100+103.8% | $7,758+112.8% | $6,710+146.1% |
| Admin fee / account holder | $9,304 | $12,400-25.0% | $10,762-13.5% | $11,403-18.4% |