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 | $844,783 | $163,101+417.9% | $136,749+517.8% | $142,382+493.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.51% | 27.54%-19.0pp | 24.33%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $12,428 | $4,117+201.9% | $3,400+265.6% | $4,299+189.1% |
| Participant deferral / active EE | $9,436 | $5,585+68.9% | $4,692+101.1% | $6,507+45.0% |
| Admin fee / account holder | $1,841 | $14,318-87.1% | $11,386-83.8% | $12,624-85.4% |