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 | $311,547 | $183,592+69.7% | $155,567+100.3% | $145,959+113.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.31% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $8,801 | $5,315+65.6% | $4,674+88.3% | $4,661+88.8% |
| Participant deferral / active EE | $11,315 | $6,464+75.0% | $5,628+101.1% | $6,689+69.2% |
| Admin fee / account holder | $1,287 | $19,318-93.3% | $15,916-91.9% | $13,398-90.4% |