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 | $421,962 | $209,832+101.1% | $189,513+122.7% | $167,490+151.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.14% | 748.27%-741.1pp | 555.15%-548.0pp | 478.56%-471.4pp |
| Employer contribution / active EE | $4,138 | $6,914-40.1% | $6,162-32.8% | $4,837-14.5% |
| Participant deferral / active EE | $29,425 | $8,935+229.3% | $8,221+257.9% | $6,341+364.0% |
| Admin fee / account holder | $105,005 | $14,293+634.6% | $12,045+771.8% | $12,309+753.1% |