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 | $335,282 | $202,318+65.7% | $172,739+94.1% | $152,861+119.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.24% | 1029.65%-1028.4pp | 802.84%-801.6pp | 345.32%-344.1pp |
| Employer contribution / active EE | $7,679 | $5,856+31.1% | $5,143+49.3% | $4,762+61.2% |
| Participant deferral / active EE | $7,044 | $5,948+18.4% | $5,198+35.5% | $5,850+20.4% |
| Admin fee / account holder | $13,065 | $17,109-23.6% | $13,954-6.4% | $11,596+12.7% |