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 | $338,030 | $109,982+207.4% | $97,226+247.7% | $145,922+131.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.20% | 242.90%-235.7pp | 75.13%-67.9pp | 561.29%-554.1pp |
| Employer contribution / active EE | $10,850 | $3,084+251.8% | $2,729+297.6% | $4,660+132.9% |
| Participant deferral / active EE | $26,000 | $4,676+456.0% | $4,264+509.8% | $6,688+288.8% |
| Admin fee / account holder | $4,444 | $6,221-28.6% | $5,654-21.4% | $13,397-66.8% |