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 | $285,562 | $176,812+61.5% | $146,665+94.7% | $167,490+70.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.48% | 24.03%-17.6pp | 22.74%-16.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $11,255 | $5,160+118.1% | $4,136+172.1% | $4,837+132.7% |
| Participant deferral / active EE | $6,636 | $6,440+3.0% | $5,506+20.5% | $6,341+4.6% |
| Admin fee / account holder | $806 | $13,259-93.9% | $10,280-92.2% | $12,309-93.4% |