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 | $555,128 | $94,338+488.4% | $100,534+452.2% | $142,382+289.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.04% | 29.20%-18.2pp | 32.66%-21.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $10,000 | $4,237+136.0% | $4,346+130.1% | $4,299+132.6% |
| Participant deferral / active EE | $6,000 | $5,934+1.1% | $6,144-2.3% | $6,507-7.8% |
| Admin fee / account holder | $6,855 | $8,421-18.6% | $7,654-10.4% | $12,624-45.7% |