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 | $427,594 | $81,632+423.8% | $70,449+507.0% | $158,922+169.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.08% | 208.40%-204.3pp | 109.03%-104.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $6,662 | $3,217+107.1% | $2,737+143.4% | $4,761+39.9% |
| Participant deferral / active EE | $11,999 | $4,554+163.5% | $3,709+223.5% | $5,982+100.6% |
| Admin fee / account holder | $888 | $6,193-85.7% | $3,845-76.9% | $11,246-92.1% |