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 | $314,854 | $154,117+104.3% | $129,995+142.2% | $139,434+125.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.87% | 32.48%-24.6pp | -137.18%+145.0pp | 372.94%-365.1pp |
| Employer contribution / active EE | $10,380 | $5,289+96.3% | $4,320+140.3% | $4,751+118.5% |
| Participant deferral / active EE | $9,759 | $6,710+45.4% | $5,820+67.7% | $6,710+45.4% |
| Admin fee / account holder | $5,175 | $14,007-63.1% | $10,614-51.2% | $11,403-54.6% |