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 | $482,541 | $202,318+138.5% | $172,739+179.3% | $152,861+215.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.86% | 1029.65%-1028.8pp | 802.84%-802.0pp | 345.32%-344.5pp |
| Employer contribution / active EE | $11,575 | $5,856+97.7% | $5,143+125.1% | $4,762+143.1% |
| Participant deferral / active EE | $10,258 | $5,948+72.5% | $5,198+97.4% | $5,850+75.3% |
| Admin fee / account holder | $14,232 | $17,109-16.8% | $13,954+2.0% | $11,596+22.7% |