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 | $794,799 | $165,335+380.7% | $149,696+430.9% | $158,922+400.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.59% | 348.15%-344.6pp | 276.60%-273.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $3,224 | $5,103-36.8% | $4,644-30.6% | $4,761-32.3% |
| Participant deferral / active EE | $16,037 | $7,181+123.3% | $6,842+134.4% | $5,982+168.1% |
| Admin fee / account holder | $15,432 | $10,807+42.8% | $9,309+65.8% | $11,246+37.2% |