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 | $289,965 | $183,963+57.6% | $162,163+78.8% | $152,861+89.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.34% | 150.76%-140.4pp | 115.59%-105.3pp | 345.32%-335.0pp |
| Employer contribution / active EE | $4,842 | $6,371-24.0% | $5,614-13.8% | $4,762+1.7% |
| Participant deferral / active EE | $7,356 | $8,034-8.4% | $7,298+0.8% | $5,850+25.7% |
| Admin fee / account holder | $3,113 | $13,121-76.3% | $10,843-71.3% | $11,596-73.2% |