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 | $792,810 | $176,056+350.3% | $159,436+397.3% | $167,490+373.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.39% | 331.75%-325.4pp | 263.57%-257.2pp | 478.56%-472.2pp |
| Employer contribution / active EE | $34,581 | $5,297+552.8% | $4,829+616.0% | $4,837+614.8% |
| Participant deferral / active EE | $18,100 | $7,750+133.5% | $7,352+146.2% | $6,341+185.4% |
| Admin fee / account holder | $7,101 | $12,554-43.4% | $10,799-34.2% | $12,309-42.3% |