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 | $481,061 | $172,111+179.5% | $150,298+220.1% | $137,256+250.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.42% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $7,467 | $4,636+61.1% | $4,154+79.8% | $4,156+79.7% |
| Participant deferral / active EE | $8,272 | $6,166+34.2% | $5,453+51.7% | $6,407+29.1% |
| Admin fee / account holder | $2,852 | $16,471-82.7% | $14,116-79.8% | $12,270-76.8% |