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 | $557,841 | $159,602+249.5% | $150,045+271.8% | $142,382+291.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.92% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $11,232 | $4,961+126.4% | $4,693+139.3% | $4,299+161.3% |
| Participant deferral / active EE | $11,333 | $8,310+36.4% | $7,997+41.7% | $6,507+74.2% |
| Admin fee / account holder | $31,062 | $14,846+109.2% | $13,435+131.2% | $12,624+146.1% |