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 | $730,384 | $176,662+313.4% | $130,648+459.0% | $152,861+377.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 5.49% | 2692.24%-2686.8pp | 1708.96%-1703.5pp | 345.32%-339.8pp |
| Employer contribution / active EE | $15,178 | $5,742+164.3% | $4,092+270.9% | $4,762+218.7% |
| Participant deferral / active EE | $10,902 | $4,361+150.0% | $3,603+202.6% | $5,850+86.3% |
| Admin fee / account holder | $17,818 | $7,133+149.8% | $5,464+226.1% | $11,596+53.7% |