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 | $635,307 | $159,901+297.3% | $146,958+332.3% | $145,922+335.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.98% | 98.13%-91.2pp | 418.34%-411.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $3,858 | $5,286-27.0% | $4,933-21.8% | $4,660-17.2% |
| Participant deferral / active EE | $18,942 | $8,428+124.7% | $8,070+134.7% | $6,688+183.2% |
| Admin fee / account holder | $14,373 | $15,044-4.5% | $12,998+10.6% | $13,397+7.3% |