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 | $414,925 | $152,587+171.9% | $125,175+231.5% | $152,861+171.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.01% | 54.84%-45.8pp | 43.79%-34.8pp | 345.32%-336.3pp |
| Employer contribution / active EE | $14,404 | $4,946+191.2% | $3,865+272.6% | $4,762+202.5% |
| Participant deferral / active EE | $3,255 | $5,868-44.5% | $4,937-34.1% | $5,850-44.4% |
| Admin fee / account holder | $10,287 | $13,434-23.4% | $9,702+6.0% | $11,596-11.3% |