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 | $294,422 | $115,770+154.3% | $101,248+190.8% | $158,922+85.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.01% | 56.14%-49.1pp | 46.47%-39.5pp | 302.83%-295.8pp |
| Employer contribution / active EE | $16,536 | $4,175+296.1% | $3,660+351.9% | $4,761+247.3% |
| Participant deferral / active EE | $10,000 | $4,957+101.7% | $4,370+128.8% | $5,982+67.2% |
| Admin fee / account holder | $2,675 | $7,245-63.1% | $5,945-55.0% | $11,246-76.2% |