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 | $262,101 | $178,174+47.1% | $156,181+67.8% | $137,256+91.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.16% | 84.19%-79.0pp | 64.87%-59.7pp | 220.34%-215.2pp |
| Employer contribution / active EE | $4,460 | $4,972-10.3% | $4,294+3.9% | $4,156+7.3% |
| Participant deferral / active EE | $10,564 | $6,888+53.4% | $6,132+72.3% | $6,407+64.9% |
| Admin fee / account holder | $177,018 | $17,404+917.1% | $14,586+1113.6% | $12,270+1342.7% |