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 | $250,243 | $197,591+26.6% | $177,821+40.7% | $158,922+57.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.63% | 58.76%-56.1pp | 48.32%-45.7pp | 302.83%-300.2pp |
| Employer contribution / active EE | $10,237 | $6,697+52.9% | $5,918+73.0% | $4,761+115.0% |
| Participant deferral / active EE | $13,682 | $8,405+62.8% | $7,714+77.4% | $5,982+128.7% |
| Admin fee / account holder | $4,734 | $15,399-69.3% | $12,427-61.9% | $11,246-57.9% |