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 | $596,604 | $176,056+238.9% | $159,436+274.2% | $167,490+256.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.44% | 331.75%-326.3pp | 263.57%-258.1pp | 478.56%-473.1pp |
| Employer contribution / active EE | $8,345 | $5,297+57.5% | $4,829+72.8% | $4,837+72.5% |
| Participant deferral / active EE | $8,414 | $7,750+8.6% | $7,352+14.4% | $6,341+32.7% |
| Admin fee / account holder | $483 | $12,554-96.1% | $10,799-95.5% | $12,309-96.1% |