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 | $591,260 | $152,460+287.8% | $118,746+397.9% | $147,584+300.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 6.97% | 17.41%-10.4pp | 24.54%-17.6pp | 578.55%-571.6pp |
| Employer contribution / active EE | $5,824 | $5,046+15.4% | $4,193+38.9% | $4,876+19.4% |
| Participant deferral / active EE | $8,160 | $6,212+31.4% | $5,332+53.0% | $5,439+50.0% |
| Admin fee / account holder | $1,646 | $16,953-90.3% | $10,720-84.6% | $10,885-84.9% |