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 | $1,043,914 | $214,378+387.0% | $200,582+420.4% | $142,382+633.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.67% | 46.41%-41.7pp | 42.33%-37.7pp | 217.08%-212.4pp |
| Employer contribution / active EE | $22,500 | $6,841+228.9% | $6,419+250.5% | $4,299+423.4% |
| Participant deferral / active EE | $8,125 | $9,865-17.6% | $9,331-12.9% | $6,507+24.9% |
| Admin fee / account holder | $19,005 | $17,692+7.4% | $16,305+16.6% | $12,624+50.6% |