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 | $267,524 | $150,187+78.1% | $120,354+122.3% | $145,922+83.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.34% | 154.07%-148.7pp | 107.15%-101.8pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,496 | $4,348-65.6% | $3,463-56.8% | $4,660-67.9% |
| Participant deferral / active EE | $12,750 | $6,173+106.5% | $4,991+155.5% | $6,688+90.6% |
| Admin fee / account holder | $2,145 | $12,207-82.4% | $9,423-77.2% | $13,397-84.0% |