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 | $390,814 | $108,912+258.8% | $100,383+289.3% | $145,959+167.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.56% | 57.96%-49.4pp | 49.26%-40.7pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,561 | $4,423-42.1% | $3,944-35.1% | $4,661-45.1% |
| Participant deferral / active EE | $4,358 | $8,451-48.4% | $8,086-46.1% | $6,689-34.8% |
| Admin fee / account holder | $11,948 | $9,690+23.3% | $7,900+51.2% | $13,398-10.8% |