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 | $604,961 | $111,754+441.3% | $103,333+485.4% | $145,922+314.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.73% | 24.77%-16.0pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,828 | $4,212+38.4% | $3,868+50.7% | $4,660+25.1% |
| Participant deferral / active EE | $19,640 | $5,619+249.6% | $5,057+288.3% | $6,688+193.7% |
| Admin fee / account holder | $2,636 | $9,750-73.0% | $8,355-68.4% | $13,397-80.3% |