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 | $753,133 | $197,591+281.2% | $177,821+323.5% | $158,922+373.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.20% | 58.76%-58.6pp | 48.32%-48.1pp | 302.83%-302.6pp |
| Employer contribution / active EE | $37,000 | $6,697+452.4% | $5,918+525.2% | $4,761+677.1% |
| Participant deferral / active EE | $25,000 | $8,405+197.4% | $7,714+224.1% | $5,982+317.9% |
| Admin fee / account holder | $2,822 | $15,399-81.7% | $12,427-77.3% | $11,246-74.9% |