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 | $391,614 | $149,040+162.8% | $120,225+225.7% | $137,256+185.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.81% | 605.68%-597.9pp | 439.23%-431.4pp | 220.34%-212.5pp |
| Employer contribution / active EE | $7,943 | $4,350+82.6% | $3,475+128.6% | $4,156+91.1% |
| Participant deferral / active EE | $5,167 | $4,655+11.0% | $3,999+29.2% | $6,407-19.4% |
| Admin fee / account holder | $1,685 | $6,348-73.4% | $5,696-70.4% | $12,270-86.3% |