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 | $70,756+638.3% | $65,493+697.7% | $142,382+266.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.06% | 1754.89%-1746.8pp | 982.45%-974.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $28,868 | $2,881+902.1% | $2,574+1021.4% | $4,299+571.5% |
| Participant deferral / active EE | $20,750 | $4,637+347.5% | $3,961+423.9% | $6,507+218.9% |
| Admin fee / account holder | $7,146 | $6,559+8.9% | $5,028+42.1% | $12,624-43.4% |