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 | $380,789 | $175,202+117.3% | $149,673+154.4% | $139,434+173.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.10% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $16,454 | $5,474+200.6% | $4,818+241.5% | $4,751+246.3% |
| Participant deferral / active EE | $9,679 | $6,519+48.5% | $5,680+70.4% | $6,710+44.2% |
| Admin fee / account holder | $26,482 | $16,150+64.0% | $13,210+100.5% | $11,403+132.2% |