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 5-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 | $322,492 | $74,888+330.6% | $71,209+352.9% | $142,382+126.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.25% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $27,215 | $2,854+853.5% | $2,721+900.2% | $4,299+533.0% |
| Participant deferral / active EE | $26,875 | $4,454+503.3% | $4,175+543.7% | $6,507+313.0% |
| Admin fee / account holder | $1,689 | $5,568-69.7% | $5,349-68.4% | $12,624-86.6% |