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 | $628,130 | $214,378+193.0% | $200,582+213.2% | $142,382+341.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.14% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $11,545 | $6,841+68.7% | $6,419+79.9% | $4,299+168.5% |
| Participant deferral / active EE | $7,710 | $9,865-21.8% | $9,331-17.4% | $6,507+18.5% |
| Admin fee / account holder | $5,696 | $17,692-67.8% | $16,305-65.1% | $12,624-54.9% |