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 | $771,228 | $156,846+391.7% | $121,098+536.9% | $139,434+453.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 7.23% | 1474.56%-1467.3pp | 985.75%-978.5pp | 372.94%-365.7pp |
| Employer contribution / active EE | $3,411 | $5,536-38.4% | $4,164-18.1% | $4,751-28.2% |
| Participant deferral / active EE | $12,662 | $4,844+161.4% | $4,080+210.4% | $6,710+88.7% |
| Admin fee / account holder | $3,445 | $6,946-50.4% | $5,644-39.0% | $11,403-69.8% |