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 | $641,641 | $99,877+542.4% | $84,966+655.2% | $145,922+339.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.17% | 83.76%-76.6pp | 66.38%-59.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $18,405 | $3,231+469.6% | $2,727+574.9% | $4,660+295.0% |
| Participant deferral / active EE | $20,000 | $5,291+278.0% | $4,519+342.5% | $6,688+199.1% |
| Admin fee / account holder | $778 | $7,248-89.3% | $6,149-87.3% | $13,397-94.2% |