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 | $271,307 | $88,751+205.7% | $81,812+231.6% | $145,922+85.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.22% | 1025.40%-1018.2pp | 773.79%-766.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $6,504 | $3,083+110.9% | $2,912+123.3% | $4,660+39.6% |
| Participant deferral / active EE | $10,824 | $4,643+133.1% | $4,319+150.6% | $6,688+61.8% |
| Admin fee / account holder | $21,214 | $8,415+152.1% | $7,386+187.2% | $13,397+58.4% |