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 | $303,820 | $201,272+50.9% | $184,203+64.9% | $145,922+108.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.64% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $11,111 | $7,022+58.2% | $6,427+72.9% | $4,660+138.4% |
| Participant deferral / active EE | $6,268 | $9,806-36.1% | $9,131-31.4% | $6,688-6.3% |
| Admin fee / account holder | $23,357 | $16,364+42.7% | $13,901+68.0% | $13,397+74.3% |