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 | $297,360 | $107,334+177.0% | $92,893+220.1% | $152,861+94.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 2.61% | 145.58%-143.0pp | 109.41%-106.8pp | 345.32%-342.7pp |
| Employer contribution / active EE | $8,007 | $4,221+89.7% | $3,653+119.2% | $4,762+68.1% |
| Participant deferral / active EE | $5,018 | $4,845+3.6% | $4,236+18.5% | $5,850-14.2% |
| Admin fee / account holder | $1,660 | $7,079-76.6% | $5,794-71.4% | $11,596-85.7% |