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 | $736,627 | $185,822+296.4% | $169,993+333.3% | $139,434+428.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.36% | 60.50%-52.1pp | 53.37%-45.0pp | 372.94%-364.6pp |
| Employer contribution / active EE | $36,228 | $7,590+377.3% | $6,785+433.9% | $4,751+662.6% |
| Participant deferral / active EE | $20,720 | $11,622+78.3% | $10,408+99.1% | $6,710+208.8% |
| Admin fee / account holder | $5,435 | $15,381-64.7% | $12,815-57.6% | $11,403-52.3% |