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 | $642,393 | $165,335+288.5% | $149,696+329.1% | $158,922+304.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.37% | 348.15%-349.5pp | 276.60%-278.0pp | 302.83%-304.2pp |
| Employer contribution / active EE | $4,393 | $5,103-13.9% | $4,644-5.4% | $4,761-7.7% |
| Participant deferral / active EE | $14,414 | $7,181+100.7% | $6,842+110.7% | $5,982+141.0% |
| Admin fee / account holder | $977 | $10,807-91.0% | $9,309-89.5% | $11,246-91.3% |