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 | $827,321 | $88,594+833.8% | $70,092+1080.3% | $134,475+515.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.38% | 442.67%-465.0pp | 190.73%-213.1pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,333 | $3,233-58.8% | $2,559-47.9% | $4,740-71.9% |
| Participant deferral / active EE | $13,667 | $4,772+186.4% | $3,849+255.1% | $6,400+113.6% |
| Admin fee / account holder | $13,886 | $10,441+33.0% | $6,267+121.6% | $11,426+21.5% |