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 5-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 | $276,010 | $144,119+91.5% | $117,854+134.2% | $147,584+87.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.12% | 531.15%-523.0pp | 335.08%-327.0pp | 578.55%-570.4pp |
| Employer contribution / active EE | $11,262 | $4,896+130.0% | $3,786+197.5% | $4,876+130.9% |
| Participant deferral / active EE | $7,548 | $5,316+42.0% | $4,482+68.4% | $5,439+38.8% |
| Admin fee / account holder | $26,106 | $10,886+139.8% | $8,020+225.5% | $10,885+139.8% |