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 | $635,139 | $109,982+477.5% | $97,226+553.3% | $145,922+335.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 0.97% | 242.90%-241.9pp | 75.13%-74.2pp | 561.29%-560.3pp |
| Employer contribution / active EE | $22,000 | $3,084+613.4% | $2,729+706.2% | $4,660+372.1% |
| Participant deferral / active EE | $5,500 | $4,676+17.6% | $4,264+29.0% | $6,688-17.8% |
| Admin fee / account holder | $623 | $6,221-90.0% | $5,654-89.0% | $13,397-95.3% |