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 | $958,072 | $198,466+382.7% | $170,442+462.1% | $147,584+549.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.88% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $24,527 | $6,184+296.6% | $5,433+351.5% | $4,876+403.0% |
| Participant deferral / active EE | $17,259 | $5,629+206.6% | $4,939+249.4% | $5,439+217.3% |
| Admin fee / account holder | $13,284 | $16,852-21.2% | $13,880-4.3% | $10,885+22.0% |