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 | $489,256 | $198,466+146.5% | $170,442+187.1% | $147,584+231.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.76% | 257.29%-250.5pp | 205.93%-199.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $16,575 | $6,184+168.0% | $5,433+205.1% | $4,876+239.9% |
| Participant deferral / active EE | $10,083 | $5,629+79.1% | $4,939+104.1% | $5,439+85.4% |
| Admin fee / account holder | $6,233 | $16,852-63.0% | $13,880-55.1% | $10,885-42.7% |