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 | $1,373,415 | $105,126+1206.4% | $94,646+1351.1% | $139,434+885.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 8.93% | 38.03%-29.1pp | 156.71%-147.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $30,244 | $4,106+636.7% | $3,672+723.6% | $4,751+536.6% |
| Participant deferral / active EE | $21,624 | $7,599+184.6% | $7,418+191.5% | $6,710+222.3% |
| Admin fee / account holder | $3,732 | $8,984-58.5% | $7,231-48.4% | $11,403-67.3% |