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 | $296,878 | $106,890+177.7% | $84,015+253.4% | $152,861+94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.46% | 104.99%-102.5pp | 71.31%-68.8pp | 345.32%-342.9pp |
| Employer contribution / active EE | $11,407 | $2,734+317.2% | $1,983+475.1% | $4,762+139.5% |
| Participant deferral / active EE | $9,417 | $4,011+134.8% | $3,239+190.8% | $5,850+61.0% |
| Admin fee / account holder | $862 | $8,285-89.6% | $6,101-85.9% | $11,596-92.6% |