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 | $252,800 | $150,440+68.0% | $136,294+85.5% | $147,584+71.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.08% | 1049.08%-1039.0pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $12,576 | $5,256+139.3% | $4,695+167.8% | $4,876+157.9% |
| Participant deferral / active EE | $8,137 | $6,630+22.7% | $6,247+30.3% | $5,439+49.6% |
| Admin fee / account holder | $1,350 | $10,905-87.6% | $9,243-85.4% | $10,885-87.6% |