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 | $589,655 | $88,751+564.4% | $81,812+620.7% | $145,922+304.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 7.74% | 1025.40%-1017.7pp | 773.79%-766.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $4,471 | $3,083+45.0% | $2,912+53.5% | $4,660-4.0% |
| Participant deferral / active EE | $10,200 | $4,643+119.7% | $4,319+136.2% | $6,688+52.5% |
| Admin fee / account holder | $17,316 | $8,415+105.8% | $7,386+134.4% | $13,397+29.3% |