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 | $421,198 | $105,998+297.4% | $92,233+356.7% | $147,584+185.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.95% | 50.05%-43.1pp | 176.28%-169.3pp | 578.55%-571.6pp |
| Employer contribution / active EE | $3,866 | $4,333-10.8% | $3,679+5.1% | $4,876-20.7% |
| Participant deferral / active EE | $13,831 | $4,478+208.9% | $3,897+254.9% | $5,439+154.3% |
| Admin fee / account holder | $2,169 | $6,332-65.7% | $5,194-58.2% | $10,885-80.1% |