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 | $668,374 | $74,888+792.5% | $71,209+838.6% | $142,382+369.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.96% | 345.14%-337.2pp | 282.51%-274.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $8,430 | $2,854+195.3% | $2,721+209.8% | $4,299+96.1% |
| Participant deferral / active EE | $17,765 | $4,454+298.8% | $4,175+325.5% | $6,507+173.0% |
| Admin fee / account holder | $1,940 | $5,568-65.2% | $5,349-63.7% | $12,624-84.6% |