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 | $521,851 | $70,756+637.5% | $65,493+696.8% | $142,382+266.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.30% | 1754.89%-1744.6pp | 982.45%-972.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $19,085 | $2,881+562.5% | $2,574+641.4% | $4,299+343.9% |
| Participant deferral / active EE | $5,342 | $4,637+15.2% | $3,961+34.9% | $6,507-17.9% |
| Admin fee / account holder | $23,523 | $6,559+258.6% | $5,028+367.8% | $12,624+86.3% |