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 | $566,150 | $150,440+276.3% | $136,294+315.4% | $147,584+283.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 9.86% | 1049.08%-1039.2pp | 5155.94%-5146.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $3,343 | $5,256-36.4% | $4,695-28.8% | $4,876-31.4% |
| Participant deferral / active EE | $9,686 | $6,630+46.1% | $6,247+55.0% | $5,439+78.1% |
| Admin fee / account holder | $2,573 | $10,905-76.4% | $9,243-72.2% | $10,885-76.4% |