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 | $330,746 | $159,901+106.8% | $146,958+125.1% | $145,922+126.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.98% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $4,966 | $5,286-6.1% | $4,933+0.7% | $4,660+6.6% |
| Participant deferral / active EE | $9,244 | $8,428+9.7% | $8,070+14.6% | $6,688+38.2% |
| Admin fee / account holder | $3,183 | $15,044-78.8% | $12,998-75.5% | $13,397-76.2% |