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 | $326,002 | $157,256+107.3% | $141,162+130.9% | $152,861+113.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.67% | 64.32%-58.7pp | 71.39%-65.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $4,286 | $5,261-18.5% | $4,735-9.5% | $4,762-10.0% |
| Participant deferral / active EE | $12,402 | $7,109+74.4% | $6,709+84.9% | $5,850+112.0% |
| Admin fee / account holder | $3,505 | $12,120-71.1% | $10,261-65.8% | $11,596-69.8% |