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 | $558,556 | $152,587+266.1% | $125,175+346.2% | $152,861+265.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.33% | 54.84%-45.5pp | 43.79%-34.5pp | 345.32%-336.0pp |
| Employer contribution / active EE | $36,569 | $4,946+639.3% | $3,865+846.1% | $4,762+667.9% |
| Participant deferral / active EE | $3,114 | $5,868-46.9% | $4,937-36.9% | $5,850-46.8% |
| Admin fee / account holder | $650 | $13,434-95.2% | $9,702-93.3% | $11,596-94.4% |