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 | $413,228 | $210,648+96.2% | $177,989+132.2% | $145,922+183.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.39% | 385.86%-379.5pp | 294.48%-288.1pp | 561.29%-554.9pp |
| Employer contribution / active EE | $7,500 | $4,565+64.3% | $3,949+89.9% | $4,660+61.0% |
| Participant deferral / active EE | $4,500 | $6,958-35.3% | $6,276-28.3% | $6,688-32.7% |
| Admin fee / account holder | $1,614 | $12,013-86.6% | $10,363-84.4% | $13,397-88.0% |