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 | $267,262 | $102,966+159.6% | $90,281+196.0% | $152,861+74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.17% | 95.16%-89.0pp | 78.10%-71.9pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,299 | $3,139-58.6% | $2,854-54.5% | $4,762-72.7% |
| Participant deferral / active EE | $4,709 | $4,281+10.0% | $3,885+21.2% | $5,850-19.5% |
| Admin fee / account holder | $10,979 | $6,171+77.9% | $5,351+105.2% | $11,596-5.3% |