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 | $400,640 | $112,096+257.4% | $95,952+317.5% | $158,922+152.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.19% | 171.09%-170.9pp | 91.61%-91.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,814 | $3,198-12.0% | $2,541+10.7% | $4,761-40.9% |
| Participant deferral / active EE | $10,174 | $4,784+112.7% | $4,167+144.2% | $5,982+70.1% |
| Admin fee / account holder | $38,925 | $10,130+284.2% | $6,795+472.8% | $11,246+246.1% |