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 | $781,700 | $148,534+426.3% | $135,903+475.2% | $139,434+460.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.84% | 79.19%-74.3pp | 68.23%-63.4pp | 372.94%-368.1pp |
| Employer contribution / active EE | $5,383 | $5,243+2.7% | $4,856+10.8% | $4,751+13.3% |
| Participant deferral / active EE | $28,497 | $8,100+251.8% | $7,758+267.3% | $6,710+324.7% |
| Admin fee / account holder | $18,451 | $12,400+48.8% | $10,762+71.4% | $11,403+61.8% |