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 | $540,813 | $185,200+192.0% | $142,863+278.6% | $167,490+222.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 1.01% | 8555.70%-8554.7pp | 5637.54%-5636.5pp | 478.56%-477.5pp |
| Employer contribution / active EE | $32,497 | $5,604+479.9% | $4,144+684.3% | $4,837+571.8% |
| Participant deferral / active EE | $26,000 | $4,494+478.5% | $3,837+577.6% | $6,341+310.0% |
| Admin fee / account holder | $2,773 | $8,031-65.5% | $6,560-57.7% | $12,309-77.5% |