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 | $304,848 | $100,773+202.5% | $88,946+242.7% | $142,382+114.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 5.64% | 70.18%-64.5pp | 57.82%-52.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,681 | $2,918-8.1% | $2,555+4.9% | $4,299-37.6% |
| Participant deferral / active EE | $7,323 | $5,230+40.0% | $4,581+59.8% | $6,507+12.5% |
| Admin fee / account holder | $16,378 | $9,693+69.0% | $8,261+98.3% | $12,624+29.7% |