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 | $2,095,947 | $167,307+1152.8% | $143,757+1358.0% | $134,475+1458.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.49% | 0.46%-34.0pp | -0.04%-33.5pp | 417.96%-451.5pp |
| Employer contribution / active EE | $3,698 | $5,619-34.2% | $4,951-25.3% | $4,740-22.0% |
| Participant deferral / active EE | $13,529 | $6,446+109.9% | $5,637+140.0% | $6,400+111.4% |
| Admin fee / account holder | $63,000 | $18,088+248.3% | $14,673+329.4% | $11,426+451.4% |