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 | $628,248 | $124,281+405.5% | $109,143+475.6% | $167,490+275.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.33% | 26.04%-18.7pp | 25.75%-18.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $10,054 | $4,207+139.0% | $3,722+170.1% | $4,837+107.8% |
| Participant deferral / active EE | $7,199 | $5,255+37.0% | $4,653+54.7% | $6,341+13.5% |
| Admin fee / account holder | $24,393 | $7,970+206.1% | $6,752+261.3% | $12,309+98.2% |