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 | $276,078 | $144,119+91.6% | $117,854+134.3% | $147,584+87.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.89% | 531.15%-524.3pp | 335.08%-328.2pp | 578.55%-571.7pp |
| Employer contribution / active EE | $10,765 | $4,896+119.8% | $3,786+184.3% | $4,876+120.8% |
| Participant deferral / active EE | $7,334 | $5,316+38.0% | $4,482+63.6% | $5,439+34.8% |
| Admin fee / account holder | $1,394 | $10,886-87.2% | $8,020-82.6% | $10,885-87.2% |