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 | $1,060,521 | $158,398+569.5% | $126,539+738.1% | $142,382+644.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.08% | 593.76%-583.7pp | 425.95%-415.9pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,978 | $4,650+28.6% | $3,674+62.7% | $4,299+39.0% |
| Participant deferral / active EE | $23,070 | $4,767+384.0% | $4,083+465.1% | $6,507+254.5% |
| Admin fee / account holder | $125,393 | $6,918+1712.6% | $6,065+1967.6% | $12,624+893.3% |