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 | $365,724 | $124,281+194.3% | $109,143+235.1% | $167,490+118.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.00% | 26.04%-18.0pp | 25.75%-17.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $16,667 | $4,207+296.1% | $3,722+347.8% | $4,837+244.5% |
| Participant deferral / active EE | $21,667 | $5,255+312.3% | $4,653+365.6% | $6,341+241.7% |
| Admin fee / account holder | $2,243 | $7,970-71.9% | $6,752-66.8% | $12,309-81.8% |