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 | $674,729 | $159,602+322.8% | $150,045+349.7% | $142,382+373.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.88% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $26,240 | $4,961+429.0% | $4,693+459.1% | $4,299+510.4% |
| Participant deferral / active EE | $24,014 | $8,310+189.0% | $7,997+200.3% | $6,507+269.0% |
| Admin fee / account holder | $101,601 | $14,846+584.3% | $13,435+656.3% | $12,624+704.8% |