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 | $514,224 | $175,202+193.5% | $149,673+243.6% | $139,434+268.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.58% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $10,755 | $5,474+96.5% | $4,818+123.2% | $4,751+126.4% |
| Participant deferral / active EE | $5,524 | $6,519-15.3% | $5,680-2.7% | $6,710-17.7% |
| Admin fee / account holder | $14,869 | $16,150-7.9% | $13,210+12.6% | $11,403+30.4% |