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 | $260,207 | $116,175+124.0% | $93,606+178.0% | $152,861+70.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -1.40% | 35.96%-37.4pp | 32.76%-34.2pp | 345.32%-346.7pp |
| Employer contribution / active EE | $2,551 | $3,218-20.7% | $2,718-6.1% | $4,762-46.4% |
| Participant deferral / active EE | $10,000 | $4,603+117.2% | $4,069+145.8% | $5,850+70.9% |
| Admin fee / account holder | $23,297 | $10,748+116.8% | $7,888+195.3% | $11,596+100.9% |