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 | $330,635 | $176,056+87.8% | $159,436+107.4% | $167,490+97.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.72% | 331.75%-324.0pp | 263.57%-255.8pp | 478.56%-470.8pp |
| Employer contribution / active EE | $3,111 | $5,297-41.3% | $4,829-35.6% | $4,837-35.7% |
| Participant deferral / active EE | $13,314 | $7,750+71.8% | $7,352+81.1% | $6,341+110.0% |
| Admin fee / account holder | $911 | $12,554-92.7% | $10,799-91.6% | $12,309-92.6% |