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 | $560,043 | $114,381+389.6% | $107,525+420.9% | $142,382+293.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.20% | 242.71%-235.5pp | 181.32%-174.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $6,049 | $4,015+50.7% | $3,754+61.2% | $4,299+40.7% |
| Participant deferral / active EE | $10,625 | $5,564+91.0% | $5,116+107.7% | $6,507+63.3% |
| Admin fee / account holder | $5,036 | $9,860-48.9% | $8,919-43.5% | $12,624-60.1% |