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 | $347,091 | $175,202+98.1% | $149,673+131.9% | $139,434+148.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 1.44% | 166.71%-165.3pp | 134.42%-133.0pp | 372.94%-371.5pp |
| Employer contribution / active EE | $2,070 | $5,474-62.2% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $14,238 | $6,519+118.4% | $5,680+150.7% | $6,710+112.2% |
| Admin fee / account holder | $4,503 | $16,150-72.1% | $13,210-65.9% | $11,403-60.5% |