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 5-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 | $385,701 | $169,032+128.2% | $129,207+198.5% | $145,922+164.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.29% | 14330.11%-14326.8pp | 9417.33%-9414.0pp | 561.29%-558.0pp |
| Employer contribution / active EE | $33,389 | $5,537+503.1% | $4,153+703.9% | $4,660+616.6% |
| Participant deferral / active EE | $24,711 | $4,987+395.5% | $4,168+492.9% | $6,688+269.5% |
| Admin fee / account holder | $860 | $9,954-91.4% | $7,715-88.9% | $13,397-93.6% |