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 | $894,916 | $100,773+788.0% | $88,946+906.1% | $142,382+528.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.49% | 70.18%-61.7pp | 57.82%-49.3pp | 217.08%-208.6pp |
| Employer contribution / active EE | $25,250 | $2,918+765.4% | $2,555+888.3% | $4,299+487.3% |
| Participant deferral / active EE | $26,787 | $5,230+412.2% | $4,581+484.7% | $6,507+311.7% |
| Admin fee / account holder | $3,776 | $9,693-61.0% | $8,261-54.3% | $12,624-70.1% |