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 | $333,070 | $102,317+225.5% | $146,958+126.6% | $80,856+311.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.15% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $15,311 | $3,713+312.3% | $4,933+210.4% | $2,755+455.8% |
| Participant deferral / active EE | $15,458 | $6,644+132.7% | $8,070+91.5% | $4,296+259.8% |
| Admin fee / account holder | $259,260 | $7,941+3164.7% | $12,998+1894.6% | $6,918+3647.6% |