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 | $384,024 | $171,865+123.4% | $149,718+156.5% | $147,584+160.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.55% | 2113.22%-2109.7pp | 1501.63%-1498.1pp | 578.55%-575.0pp |
| Employer contribution / active EE | $7,849 | $6,275+25.1% | $5,445+44.2% | $4,876+61.0% |
| Participant deferral / active EE | $16,000 | $7,271+120.1% | $6,569+143.6% | $5,439+194.2% |
| Admin fee / account holder | $9,105 | $13,799-34.0% | $11,283-19.3% | $10,885-16.4% |