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 | $518,162 | $152,587+239.6% | $125,175+314.0% | $152,861+239.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.67% | 54.84%-51.2pp | 43.79%-40.1pp | 345.32%-341.7pp |
| Employer contribution / active EE | $17,978 | $4,946+263.5% | $3,865+365.1% | $4,762+277.5% |
| Participant deferral / active EE | $8,000 | $5,868+36.3% | $4,937+62.1% | $5,850+36.7% |
| Admin fee / account holder | $17,422 | $13,434+29.7% | $9,702+79.6% | $11,596+50.2% |