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 | $270,123 | $112,729+139.6% | $98,716+173.6% | $137,256+96.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 6.83% | 38.48%-31.7pp | 31.81%-25.0pp | 220.34%-213.5pp |
| Employer contribution / active EE | $11,682 | $2,725+328.6% | $2,279+412.7% | $4,156+181.1% |
| Participant deferral / active EE | $7,836 | $4,640+68.9% | $4,048+93.6% | $6,407+22.3% |
| Admin fee / account holder | $3,457 | $10,129-65.9% | $8,703-60.3% | $12,270-71.8% |