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 | $663,180 | $198,466+234.2% | $170,442+289.1% | $147,584+349.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.90% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $20,015 | $6,184+223.7% | $5,433+268.4% | $4,876+310.5% |
| Participant deferral / active EE | $12,011 | $5,629+113.4% | $4,939+143.2% | $5,439+120.9% |
| Admin fee / account holder | $25,993 | $16,852+54.2% | $13,880+87.3% | $10,885+138.8% |