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 | $640,932 | $148,534+331.5% | $135,903+371.6% | $139,434+359.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 11.50% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $22,740 | $5,243+333.7% | $4,856+368.3% | $4,751+378.7% |
| Participant deferral / active EE | $16,718 | $8,100+106.4% | $7,758+115.5% | $6,710+149.1% |
| Admin fee / account holder | $424,297 | $12,400+3321.8% | $10,762+3842.5% | $11,403+3621.1% |