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 | $943,161 | $138,065+583.1% | $123,544+663.4% | $135,375+596.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.56% | 153.68%-166.2pp | 119.20%-131.8pp | 519.73%-532.3pp |
| Employer contribution / active EE | $18,384 | $5,151+256.9% | $4,628+297.2% | $4,779+284.7% |
| Participant deferral / active EE | $9,000 | $6,799+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $76,667 | $10,916+602.3% | $9,284+725.8% | $10,827+608.1% |