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 | $544,108 | $152,587+256.6% | $125,175+334.7% | $152,861+255.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -5.89% | 54.84%-60.7pp | 43.79%-49.7pp | 345.32%-351.2pp |
| Employer contribution / active EE | $30,212 | $4,946+510.8% | $3,865+681.6% | $4,762+534.4% |
| Participant deferral / active EE | $15,417 | $5,868+162.7% | $4,937+212.3% | $5,850+163.5% |
| Admin fee / account holder | $2,644 | $13,434-80.3% | $9,702-72.7% | $11,596-77.2% |