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 | $463,139 | $148,534+211.8% | $135,903+240.8% | $139,434+232.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.12% | 79.19%-69.1pp | 68.23%-58.1pp | 372.94%-362.8pp |
| Employer contribution / active EE | $14,144 | $5,243+169.8% | $4,856+191.3% | $4,751+197.7% |
| Participant deferral / active EE | $15,670 | $8,100+93.5% | $7,758+102.0% | $6,710+133.5% |
| Admin fee / account holder | $14,948 | $12,400+20.6% | $10,762+38.9% | $11,403+31.1% |