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 | $1,464,506 | $138,044+960.9% | $125,339+1068.4% | $134,475+989.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.61% | 750.33%-771.9pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $24,250 | $5,243+362.5% | $4,814+403.8% | $4,740+411.6% |
| Participant deferral / active EE | $22,667 | $7,799+190.6% | $7,446+204.4% | $6,400+254.2% |
| Admin fee / account holder | $44,894 | $11,571+288.0% | $10,010+348.5% | $11,426+292.9% |