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 | $498,057 | $111,535+346.5% | $105,223+373.3% | $137,256+262.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.46% | 237.85%-231.4pp | 180.65%-174.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $18,825 | $3,939+377.9% | $3,689+410.4% | $4,156+353.0% |
| Participant deferral / active EE | $31,000 | $5,500+463.6% | $5,072+511.2% | $6,407+383.9% |
| Admin fee / account holder | $7,743 | $9,721-20.4% | $8,859-12.6% | $12,270-36.9% |