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 | $447,875 | $152,587+193.5% | $125,175+257.8% | $152,861+193.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.04% | 54.84%-51.8pp | 43.79%-40.8pp | 345.32%-342.3pp |
| Employer contribution / active EE | $13,196 | $4,946+166.8% | $3,865+241.4% | $4,762+177.1% |
| Participant deferral / active EE | $9,827 | $5,868+67.5% | $4,937+99.1% | $5,850+68.0% |
| Admin fee / account holder | $3,569 | $13,434-73.4% | $9,702-63.2% | $11,596-69.2% |