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 | $331,466 | $228,332+45.2% | $185,823+78.4% | $158,922+108.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.80% | 40.80%-37.0pp | 35.95%-32.1pp | 302.83%-299.0pp |
| Employer contribution / active EE | $10,000 | $4,967+101.3% | $4,087+144.7% | $4,761+110.0% |
| Participant deferral / active EE | $6,000 | $6,415-6.5% | $5,632+6.5% | $5,982+0.3% |
| Admin fee / account holder | $713 | $11,864-94.0% | $9,500-92.5% | $11,246-93.7% |