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 | $651,151 | $73,515+785.7% | $62,995+933.6% | $147,584+341.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.15% | 175.43%-167.3pp | 87.57%-79.4pp | 578.55%-570.4pp |
| Employer contribution / active EE | $8,891 | $3,320+167.8% | $2,759+222.3% | $4,876+82.3% |
| Participant deferral / active EE | $11,302 | $4,185+170.1% | $3,329+239.5% | $5,439+107.8% |
| Admin fee / account holder | $6,887 | $5,953+15.7% | $3,600+91.3% | $10,885-36.7% |