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 | $649,308 | $165,984+291.2% | $164,813+294.0% | $145,922+345.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.65% | 100.03%-92.4pp | 69.93%-62.3pp | 561.29%-553.6pp |
| Employer contribution / active EE | $25,311 | $5,273+380.0% | $4,341+483.1% | $4,660+443.2% |
| Participant deferral / active EE | $13,719 | $6,959+97.1% | $6,031+127.5% | $6,688+105.1% |
| Admin fee / account holder | $489 | $16,648-97.1% | $12,690-96.1% | $13,397-96.4% |