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 | $312,450 | $88,710+252.2% | $81,783+282.0% | $145,959+114.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.45% | 1027.26%-1019.8pp | 775.05%-767.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $5,922 | $3,083+92.1% | $2,913+103.3% | $4,661+27.1% |
| Participant deferral / active EE | $10,000 | $4,645+115.3% | $4,320+131.5% | $6,689+49.5% |
| Admin fee / account holder | $9,960 | $8,407+18.5% | $7,380+35.0% | $13,398-25.7% |