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 | $1,893,323 | $160,055+1082.9% | $140,016+1252.2% | $135,375+1298.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.23% | 911.38%-920.6pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $28,239 | $6,420+339.8% | $5,606+403.7% | $4,779+490.9% |
| Participant deferral / active EE | $13,875 | $7,642+81.6% | $6,927+100.3% | $5,609+147.4% |
| Admin fee / account holder | $154,625 | $13,328+1060.2% | $10,705+1344.4% | $10,827+1328.1% |