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 7-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 | $264,362 | $106,890+147.3% | $84,015+214.7% | $152,861+72.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 1.54% | 104.99%-103.4pp | 71.31%-69.8pp | 345.32%-343.8pp |
| Employer contribution / active EE | $20,569 | $2,734+652.3% | $1,983+937.0% | $4,762+331.9% |
| Participant deferral / active EE | $8,833 | $4,011+120.2% | $3,239+172.7% | $5,850+51.0% |
| Admin fee / account holder | $9,016 | $8,285+8.8% | $6,101+47.8% | $11,596-22.3% |