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 9-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 | $655,694 | $107,334+510.9% | $92,893+605.9% | $152,861+328.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.40% | 145.58%-140.2pp | 109.41%-104.0pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,319 | $4,221-45.1% | $3,653-36.5% | $4,762-51.3% |
| Participant deferral / active EE | $3,431 | $4,845-29.2% | $4,236-19.0% | $5,850-41.3% |
| Admin fee / account holder | $18,976 | $7,079+168.1% | $5,794+227.5% | $11,596+63.6% |