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 | $356,420 | $150,440+136.9% | $136,294+161.5% | $147,584+141.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 8.02% | 1049.08%-1041.1pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $13,589 | $5,256+158.5% | $4,695+189.4% | $4,876+178.7% |
| Participant deferral / active EE | $11,655 | $6,630+75.8% | $6,247+86.6% | $5,439+114.3% |
| Admin fee / account holder | $26,560 | $10,905+143.6% | $9,243+187.3% | $10,885+144.0% |