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 | $633,221 | $177,572+256.6% | $154,803+309.0% | $142,382+344.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 1.06% | 65.07%-64.0pp | 58.88%-57.8pp | 217.08%-216.0pp |
| Employer contribution / active EE | $13,633 | $4,810+183.4% | $4,305+216.6% | $4,299+217.1% |
| Participant deferral / active EE | $12,491 | $6,272+99.2% | $5,540+125.5% | $6,507+92.0% |
| Admin fee / account holder | $4,376 | $16,786-73.9% | $14,329-69.5% | $12,624-65.3% |