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 4-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 | $608,182 | $177,572+242.5% | $154,803+292.9% | $142,382+327.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 6.05% | 65.07%-59.0pp | 58.88%-52.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $20,367 | $4,810+323.4% | $4,305+373.1% | $4,299+373.8% |
| Participant deferral / active EE | $12,720 | $6,272+102.8% | $5,540+129.6% | $6,507+95.5% |
| Admin fee / account holder | $10,838 | $16,786-35.4% | $14,329-24.4% | $12,624-14.1% |