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 | $393,457 | $176,056+123.5% | $159,436+146.8% | $167,490+134.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.52% | 331.75%-324.2pp | 263.57%-256.1pp | 478.56%-471.0pp |
| Employer contribution / active EE | $10,000 | $5,297+88.8% | $4,829+107.1% | $4,837+106.7% |
| Participant deferral / active EE | $18,500 | $7,750+138.7% | $7,352+151.6% | $6,341+191.7% |
| Admin fee / account holder | $4,206 | $12,554-66.5% | $10,799-61.1% | $12,309-65.8% |