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 | $1,361,419 | $177,572+666.7% | $154,803+779.5% | $142,382+856.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.17% | 65.07%-60.9pp | 58.88%-54.7pp | 217.08%-212.9pp |
| Employer contribution / active EE | $22,281 | $4,810+363.2% | $4,305+417.5% | $4,299+418.3% |
| Participant deferral / active EE | $32,080 | $6,272+411.5% | $5,540+479.0% | $6,507+393.0% |
| Admin fee / account holder | $56,980 | $16,786+239.5% | $14,329+297.7% | $12,624+351.4% |