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 | $503,683 | $165,335+204.6% | $149,696+236.5% | $158,922+216.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.01% | 348.15%-340.1pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $13,333 | $5,103+161.3% | $4,644+187.1% | $4,761+180.0% |
| Participant deferral / active EE | $18,000 | $7,181+150.7% | $6,842+163.1% | $5,982+200.9% |
| Admin fee / account holder | $34,510 | $10,807+219.3% | $9,309+270.7% | $11,246+206.9% |