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 | $326,793 | $179,726+81.8% | $156,263+109.1% | $142,382+129.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.31% | 77.86%-69.5pp | 59.47%-51.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,100 | $5,069-58.6% | $4,333-51.5% | $4,299-51.2% |
| Participant deferral / active EE | $4,250 | $6,956-38.9% | $6,158-31.0% | $6,507-34.7% |
| Admin fee / account holder | $9,211 | $17,272-46.7% | $14,255-35.4% | $12,624-27.0% |