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 | $158,398+147.2% | $126,539+209.5% | $142,382+175.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.81% | 593.76%-585.9pp | 425.95%-418.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $7,943 | $4,650+70.8% | $3,674+116.2% | $4,299+84.8% |
| Participant deferral / active EE | $5,167 | $4,767+8.4% | $4,083+26.6% | $6,507-20.6% |
| Admin fee / account holder | $1,685 | $6,918-75.6% | $6,065-72.2% | $12,624-86.6% |