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 | $310,079 | $150,187+106.5% | $120,354+157.6% | $145,922+112.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.05% | 154.07%-151.0pp | 107.15%-104.1pp | 561.29%-558.2pp |
| Employer contribution / active EE | $11,545 | $4,348+165.5% | $3,463+233.4% | $4,660+147.8% |
| Participant deferral / active EE | $30,598 | $6,173+395.7% | $4,991+513.1% | $6,688+357.5% |
| Admin fee / account holder | $1,346 | $12,207-89.0% | $9,423-85.7% | $13,397-90.0% |