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 | $505,099 | $74,888+574.5% | $71,209+609.3% | $142,382+254.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.34% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $24,451 | $2,854+756.6% | $2,721+798.6% | $4,299+468.7% |
| Participant deferral / active EE | $8,392 | $4,454+88.4% | $4,175+101.0% | $6,507+29.0% |
| Admin fee / account holder | $10,634 | $5,568+91.0% | $5,349+98.8% | $12,624-15.8% |