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 | $333,616 | $150,440+121.8% | $136,294+144.8% | $147,584+126.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 7.89% | 1049.08%-1041.2pp | 5155.94%-5148.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $8,209 | $5,256+56.2% | $4,695+74.8% | $4,876+68.3% |
| Participant deferral / active EE | $8,008 | $6,630+20.8% | $6,247+28.2% | $5,439+47.2% |
| Admin fee / account holder | $24,504 | $10,905+124.7% | $9,243+165.1% | $10,885+125.1% |