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 | $287,302 | $157,256+82.7% | $141,162+103.5% | $152,861+88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.98% | 64.32%-52.3pp | 71.39%-59.4pp | 345.32%-333.3pp |
| Employer contribution / active EE | $12,111 | $5,261+130.2% | $4,735+155.8% | $4,762+154.3% |
| Participant deferral / active EE | $18,438 | $7,109+159.3% | $6,709+174.8% | $5,850+215.2% |
| Admin fee / account holder | $2,158 | $12,120-82.2% | $10,261-79.0% | $11,596-81.4% |