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 | $706,067 | $176,056+301.0% | $159,436+342.9% | $167,490+321.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.90% | 331.75%-324.9pp | 263.57%-256.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $26,180 | $5,297+394.2% | $4,829+442.1% | $4,837+441.2% |
| Participant deferral / active EE | $10,500 | $7,750+35.5% | $7,352+42.8% | $6,341+65.6% |
| Admin fee / account holder | $30,104 | $12,554+139.8% | $10,799+178.8% | $12,309+144.6% |