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 | $1,650,327 | $175,202+842.0% | $149,673+1002.6% | $139,434+1083.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $5,449 | $5,474-0.5% | $4,818+13.1% | $4,751+14.7% |
| Participant deferral / active EE | $17,250 | $6,519+164.6% | $5,680+203.7% | $6,710+157.1% |
| Admin fee / account holder | $191,666 | $16,150+1086.8% | $13,210+1350.9% | $11,403+1580.9% |