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 3-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 | $512,410 | $148,534+245.0% | $135,903+277.0% | $139,434+267.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.80% | 79.19%-70.4pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $15,051 | $5,243+187.1% | $4,856+209.9% | $4,751+216.8% |
| Participant deferral / active EE | $11,410 | $8,100+40.9% | $7,758+47.1% | $6,710+70.0% |
| Admin fee / account holder | $165,270 | $12,400+1232.8% | $10,762+1435.7% | $11,403+1349.4% |