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 | $522,412 | $68,097+667.2% | $62,929+730.2% | $137,256+280.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.06% | 1859.11%-1851.1pp | 1063.93%-1055.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $28,868 | $2,811+926.9% | $2,505+1052.6% | $4,156+594.6% |
| Participant deferral / active EE | $20,750 | $4,553+355.8% | $3,888+433.7% | $6,407+223.9% |
| Admin fee / account holder | $7,146 | $6,521+9.6% | $5,065+41.1% | $12,270-41.8% |