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 | $625,906 | $176,056+255.5% | $159,436+292.6% | $167,490+273.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.95% | 331.75%-321.8pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $21,714 | $5,297+309.9% | $4,829+349.6% | $4,837+348.9% |
| Participant deferral / active EE | $10,861 | $7,750+40.1% | $7,352+47.7% | $6,341+71.3% |
| Admin fee / account holder | $1,978 | $12,554-84.2% | $10,799-81.7% | $12,309-83.9% |