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 | $657,691 | $171,865+282.7% | $149,718+339.3% | $147,584+345.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.01% | 2113.22%-2105.2pp | 1501.63%-1493.6pp | 578.55%-570.5pp |
| Employer contribution / active EE | $13,807 | $6,275+120.0% | $5,445+153.6% | $4,876+183.1% |
| Participant deferral / active EE | $9,275 | $7,271+27.6% | $6,569+41.2% | $5,439+70.5% |
| Admin fee / account holder | $66,821 | $13,799+384.2% | $11,283+492.2% | $10,885+513.9% |