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 | $430,046 | $217,402+97.8% | $185,823+131.4% | $167,490+156.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.10% | 148.36%-140.3pp | 122.05%-113.9pp | 478.56%-470.5pp |
| Employer contribution / active EE | $13,614 | $5,873+131.8% | $5,167+163.5% | $4,837+181.4% |
| Participant deferral / active EE | $13,800 | $6,356+117.1% | $5,568+147.8% | $6,341+117.6% |
| Admin fee / account holder | $4,340 | $19,811-78.1% | $16,237-73.3% | $12,309-64.7% |