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 | $363,646 | $118,849+206.0% | $96,562+276.6% | $167,490+117.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.07% | 50.49%-42.4pp | 37.78%-29.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $13,510 | $3,120+333.1% | $2,356+473.3% | $4,837+179.3% |
| Participant deferral / active EE | $11,208 | $4,616+142.8% | $3,849+191.2% | $6,341+76.8% |
| Admin fee / account holder | $947 | $8,065-88.3% | $6,181-84.7% | $12,309-92.3% |