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 | $400,744 | $99,877+301.2% | $84,966+371.7% | $145,922+174.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 1.13% | 83.76%-82.6pp | 66.38%-65.3pp | 561.29%-560.2pp |
| Employer contribution / active EE | $28,809 | $3,231+791.5% | $2,727+956.4% | $4,660+518.3% |
| Participant deferral / active EE | $33,369 | $5,291+530.7% | $4,519+638.4% | $6,688+399.0% |
| Admin fee / account holder | $7,219 | $7,248-0.4% | $6,149+17.4% | $13,397-46.1% |