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 | $501,737 | $106,890+369.4% | $84,015+497.2% | $152,861+228.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.66% | 104.99%-100.3pp | 71.31%-66.6pp | 345.32%-340.7pp |
| Employer contribution / active EE | $22,996 | $2,734+741.0% | $1,983+1059.4% | $4,762+382.9% |
| Participant deferral / active EE | $2,875 | $4,011-28.3% | $3,239-11.2% | $5,850-50.9% |
| Admin fee / account holder | $34,950 | $8,285+321.8% | $6,101+472.9% | $11,596+201.4% |