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 | $521,851 | $68,097+666.3% | $62,929+729.3% | $137,256+280.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.30% | 1859.11%-1848.8pp | 1063.93%-1053.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $19,085 | $2,811+578.9% | $2,505+662.0% | $4,156+359.2% |
| Participant deferral / active EE | $5,342 | $4,553+17.3% | $3,888+37.4% | $6,407-16.6% |
| Admin fee / account holder | $23,523 | $6,521+260.7% | $5,065+364.5% | $12,270+91.7% |