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 | $289,799 | $202,318+43.2% | $172,739+67.8% | $152,861+89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.51% | 1029.65%-1020.1pp | 802.84%-793.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $8,025 | $5,856+37.0% | $5,143+56.0% | $4,762+68.5% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,850+22.1% |
| Admin fee / account holder | $28,273 | $17,109+65.3% | $13,954+102.6% | $11,596+143.8% |