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 | $340,897 | $175,202+94.6% | $149,673+127.8% | $139,434+144.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.51% | 166.71%-161.2pp | 134.42%-128.9pp | 372.94%-367.4pp |
| Employer contribution / active EE | $12,000 | $5,474+119.2% | $4,818+149.1% | $4,751+152.6% |
| Participant deferral / active EE | $10,302 | $6,519+58.0% | $5,680+81.4% | $6,710+53.5% |
| Admin fee / account holder | $13,271 | $16,150-17.8% | $13,210+0.5% | $11,403+16.4% |