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 | $1,007,325 | $110,809+809.1% | $86,874+1059.5% | $167,490+501.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 6.48% | 116.98%-110.5pp | 63.52%-57.0pp | 478.56%-472.1pp |
| Employer contribution / active EE | $58,000 | $3,244+1688.0% | $2,495+2224.3% | $4,837+1099.0% |
| Participant deferral / active EE | $3,250 | $4,546-28.5% | $3,699-12.1% | $6,341-48.7% |
| Admin fee / account holder | $11,477 | $8,415+36.4% | $5,828+96.9% | $12,309-6.8% |