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 | $1,542,724 | $90,600+1602.8% | $79,464+1841.4% | $135,375+1039.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.85% | 977.43%-989.3pp | 718.14%-730.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $6,000 | $3,068+95.6% | $2,800+114.3% | $4,779+25.6% |
| Participant deferral / active EE | $24,000 | $4,050+492.6% | $3,704+548.0% | $5,609+327.9% |
| Admin fee / account holder | $10,641 | $5,907+80.1% | $5,113+108.1% | $10,827-1.7% |