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 | $283,332 | $171,865+64.9% | $149,718+89.2% | $147,584+92.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.92% | 2113.22%-2104.3pp | 1501.63%-1492.7pp | 578.55%-569.6pp |
| Employer contribution / active EE | $18,190 | $6,275+189.9% | $5,445+234.1% | $4,876+273.0% |
| Participant deferral / active EE | $14,133 | $7,271+94.4% | $6,569+115.2% | $5,439+159.9% |
| Admin fee / account holder | $1,380 | $13,799-90.0% | $11,283-87.8% | $10,885-87.3% |