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 | $2,115,048 | $106,584+1884.4% | $101,326+1987.4% | $142,382+1385.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 6.20% | 36.93%-30.7pp | 36.82%-30.6pp | 217.08%-210.9pp |
| Employer contribution / active EE | $38,234 | $3,956+866.5% | $3,665+943.1% | $4,299+789.3% |
| Participant deferral / active EE | $12,857 | $8,297+55.0% | $7,994+60.8% | $6,507+97.6% |
| Admin fee / account holder | $80,561 | $11,446+603.8% | $11,185+620.3% | $12,624+538.2% |