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 7-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 | $341,364 | $88,751+284.6% | $81,812+317.3% | $145,922+133.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.89% | 1025.40%-1019.5pp | 773.79%-767.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $13,237 | $3,083+329.3% | $2,912+354.5% | $4,660+184.1% |
| Participant deferral / active EE | $30,500 | $4,643+556.9% | $4,319+606.3% | $6,688+356.1% |
| Admin fee / account holder | $15,274 | $8,415+81.5% | $7,386+106.8% | $13,397+14.0% |