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 | $690,525 | $81,625+746.0% | $58,482+1080.7% | $139,434+395.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | -0.99% | 7404.20%-7405.2pp | 4239.32%-4240.3pp | 372.94%-373.9pp |
| Employer contribution / active EE | $30,469 | $1,398+2079.1% | $1,053+2792.8% | $4,751+541.4% |
| Participant deferral / active EE | $16,262 | $2,557+536.1% | $1,924+745.3% | $6,710+142.4% |
| Admin fee / account holder | $13,173 | $3,265+303.4% | $2,516+423.6% | $11,403+15.5% |