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 | $1,012,820 | $165,984+510.2% | $164,813+514.5% | $145,922+594.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.28% | 100.03%-91.8pp | 69.93%-61.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $8,834 | $5,273+67.5% | $4,341+103.5% | $4,660+89.6% |
| Participant deferral / active EE | $22,875 | $6,959+228.7% | $6,031+279.3% | $6,688+242.0% |
| Admin fee / account holder | $39,677 | $16,648+138.3% | $12,690+212.7% | $13,397+196.2% |