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 5-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 | $1,375,284 | $148,534+825.9% | $135,903+912.0% | $139,434+886.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.88% | 79.19%-69.3pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $28,254 | $5,243+438.9% | $4,856+481.8% | $4,751+494.7% |
| Participant deferral / active EE | $20,000 | $8,100+146.9% | $7,758+157.8% | $6,710+198.1% |
| Admin fee / account holder | $30,513 | $12,400+146.1% | $10,762+183.5% | $11,403+167.6% |