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 | $602,741 | $185,200+225.5% | $142,863+321.9% | $167,490+259.9% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 4.83% | 8555.70%-8550.9pp | 5637.54%-5632.7pp | 478.56%-473.7pp |
| Employer contribution / active EE | $2,461 | $5,604-56.1% | $4,144-40.6% | $4,837-49.1% |
| Participant deferral / active EE | $10,833 | $4,494+141.0% | $3,837+182.3% | $6,341+70.8% |
| Admin fee / account holder | $21,649 | $8,031+169.6% | $6,560+230.0% | $12,309+75.9% |