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 | $486,703 | $72,071+575.3% | $68,368+611.9% | $137,256+254.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 13.10% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $16,192 | $2,788+480.8% | $2,649+511.3% | $4,156+289.6% |
| Participant deferral / active EE | $7,786 | $4,410+76.5% | $4,123+88.8% | $6,407+21.5% |
| Admin fee / account holder | $2,742 | $5,336-48.6% | $5,150-46.8% | $12,270-77.7% |