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 | $626,655 | $107,334+483.8% | $92,893+574.6% | $152,861+310.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.02% | 145.58%-141.6pp | 109.41%-105.4pp | 345.32%-341.3pp |
| Employer contribution / active EE | $11,608 | $4,221+175.0% | $3,653+217.8% | $4,762+143.7% |
| Participant deferral / active EE | $11,343 | $4,845+134.1% | $4,236+167.8% | $5,850+93.9% |
| Admin fee / account holder | $5,889 | $7,079-16.8% | $5,794+1.6% | $11,596-49.2% |