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 | $297,075 | $90,348+228.8% | $75,972+291.0% | $145,922+103.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.18% | 620.88%-612.7pp | 359.55%-351.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,457 | $3,311-56.0% | $2,685-45.7% | $4,660-68.7% |
| Participant deferral / active EE | $14,409 | $5,162+179.2% | $4,255+238.6% | $6,688+115.5% |
| Admin fee / account holder | $6,375 | $8,467-24.7% | $6,467-1.4% | $13,397-52.4% |