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 3-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 | $675,496 | $214,378+215.1% | $200,582+236.8% | $142,382+374.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.63% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $7,349 | $6,841+7.4% | $6,419+14.5% | $4,299+71.0% |
| Participant deferral / active EE | $13,140 | $9,865+33.2% | $9,331+40.8% | $6,507+101.9% |
| Admin fee / account holder | $16,889 | $17,692-4.5% | $16,305+3.6% | $12,624+33.8% |