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 | $722,107 | $175,202+312.2% | $149,673+382.5% | $139,434+417.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.44% | 166.71%-157.3pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $32,812 | $5,474+499.4% | $4,818+581.1% | $4,751+590.7% |
| Participant deferral / active EE | $22,500 | $6,519+245.2% | $5,680+296.1% | $6,710+235.3% |
| Admin fee / account holder | $120,997 | $16,150+649.2% | $13,210+816.0% | $11,403+961.1% |