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 | $916,279 | $142,405+543.4% | $115,157+695.7% | $152,861+499.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 7.67% | 41.48%-33.8pp | 35.60%-27.9pp | 345.32%-337.6pp |
| Employer contribution / active EE | $24,462 | $4,010+510.0% | $3,179+669.5% | $4,762+413.7% |
| Participant deferral / active EE | $17,663 | $5,164+242.0% | $4,168+323.7% | $5,850+201.9% |
| Admin fee / account holder | $8,595 | $8,462+1.6% | $7,088+21.3% | $11,596-25.9% |