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 | $1,512,611 | $183,592+723.9% | $155,567+872.3% | $145,959+936.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.74% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $20,000 | $5,315+276.3% | $4,674+327.9% | $4,661+329.1% |
| Participant deferral / active EE | $18,250 | $6,464+182.3% | $5,628+224.3% | $6,689+172.9% |
| Admin fee / account holder | $377,648 | $19,318+1854.9% | $15,916+2272.7% | $13,398+2718.7% |