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 | $412,068 | $165,335+149.2% | $149,696+175.3% | $158,922+159.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.04% | 348.15%-345.1pp | 276.60%-273.6pp | 302.83%-299.8pp |
| Employer contribution / active EE | $5,544 | $5,103+8.6% | $4,644+19.4% | $4,761+16.4% |
| Participant deferral / active EE | $26,872 | $7,181+274.2% | $6,842+292.8% | $5,982+349.2% |
| Admin fee / account holder | $34,664 | $10,807+220.8% | $9,309+272.4% | $11,246+208.2% |