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 | $573,628 | $88,751+546.3% | $81,812+601.2% | $145,922+293.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.05% | 1025.40%-1016.4pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $18,801 | $3,083+509.8% | $2,912+545.6% | $4,660+303.5% |
| Participant deferral / active EE | $13,272 | $4,643+185.8% | $4,319+207.3% | $6,688+98.4% |
| Admin fee / account holder | $3,747 | $8,415-55.5% | $7,386-49.3% | $13,397-72.0% |