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 4-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 | $317,929 | $74,888+324.5% | $71,209+346.5% | $142,382+123.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.35% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $32,250 | $2,854+1029.9% | $2,721+1085.2% | $4,299+650.2% |
| Participant deferral / active EE | $27,250 | $4,454+511.8% | $4,175+552.7% | $6,507+318.8% |
| Admin fee / account holder | $2,387 | $5,568-57.1% | $5,349-55.4% | $12,624-81.1% |