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 | $1,018,040 | $157,256+547.4% | $141,162+621.2% | $152,861+566.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.32% | 64.32%-58.0pp | 71.39%-65.1pp | 345.32%-339.0pp |
| Employer contribution / active EE | $4,165 | $5,261-20.8% | $4,735-12.0% | $4,762-12.5% |
| Participant deferral / active EE | $29,050 | $7,109+308.6% | $6,709+333.0% | $5,850+396.6% |
| Admin fee / account holder | $18,398 | $12,120+51.8% | $10,261+79.3% | $11,596+58.7% |