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 | $669,638 | $107,334+523.9% | $92,893+620.9% | $152,861+338.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.01% | 145.58%-133.6pp | 109.41%-97.4pp | 345.32%-333.3pp |
| Employer contribution / active EE | $27,909 | $4,221+561.2% | $3,653+664.1% | $4,762+486.0% |
| Participant deferral / active EE | $5,725 | $4,845+18.2% | $4,236+35.1% | $5,850-2.1% |
| Admin fee / account holder | $3,529 | $7,079-50.2% | $5,794-39.1% | $11,596-69.6% |