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 | $389,608 | $100,852+286.3% | $90,404+331.0% | $158,922+145.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.42% | 1724.20%-1722.8pp | 1293.02%-1291.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $9,740 | $3,689+164.0% | $3,262+198.6% | $4,761+104.6% |
| Participant deferral / active EE | $14,213 | $4,348+226.9% | $3,963+258.6% | $5,982+137.6% |
| Admin fee / account holder | $2,046 | $6,501-68.5% | $5,611-63.5% | $11,246-81.8% |