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 | $711,666 | $171,164+315.8% | $127,761+457.0% | $152,861+365.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 11.97% | 23.54%-11.6pp | 26.14%-14.2pp | 345.32%-333.3pp |
| Employer contribution / active EE | $21,282 | $5,447+290.7% | $4,574+365.3% | $4,762+346.9% |
| Participant deferral / active EE | $12,388 | $7,038+76.0% | $6,021+105.7% | $5,850+111.7% |
| Admin fee / account holder | $34,869 | $14,530+140.0% | $9,395+271.1% | $11,596+200.7% |