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 | $436,565 | $176,662+147.1% | $130,648+234.2% | $152,861+185.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 4.89% | 2692.24%-2687.4pp | 1708.96%-1704.1pp | 345.32%-340.4pp |
| Employer contribution / active EE | $6,636 | $5,742+15.6% | $4,092+62.2% | $4,762+39.3% |
| Participant deferral / active EE | $9,558 | $4,361+119.1% | $3,603+165.3% | $5,850+63.4% |
| Admin fee / account holder | $699 | $7,133-90.2% | $5,464-87.2% | $11,596-94.0% |