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 | $581,338 | $108,919+433.7% | $100,391+479.1% | $145,922+298.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.41% | 57.88%-48.5pp | 49.20%-39.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $12,860 | $4,419+191.0% | $3,942+226.3% | $4,660+176.0% |
| Participant deferral / active EE | $21,923 | $8,445+159.6% | $8,082+171.3% | $6,688+227.8% |
| Admin fee / account holder | $2,362 | $9,689-75.6% | $7,899-70.1% | $13,397-82.4% |