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 | $886,135 | $178,174+397.3% | $156,181+467.4% | $137,256+545.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 0.57% | 84.19%-83.6pp | 64.87%-64.3pp | 220.34%-219.8pp |
| Employer contribution / active EE | $30,379 | $4,972+511.0% | $4,294+607.5% | $4,156+631.0% |
| Participant deferral / active EE | $26,474 | $6,888+284.4% | $6,132+331.7% | $6,407+313.2% |
| Admin fee / account holder | $9,527 | $17,404-45.3% | $14,586-34.7% | $12,270-22.4% |