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 | $540,382 | $117,841+358.6% | $102,423+427.6% | $145,922+270.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -0.32% | 31.65%-32.0pp | 29.32%-29.6pp | 561.29%-561.6pp |
| Employer contribution / active EE | $1,883 | $3,615-47.9% | $3,023-37.7% | $4,660-59.6% |
| Participant deferral / active EE | $14,675 | $5,731+156.1% | $5,053+190.4% | $6,688+119.4% |
| Admin fee / account holder | $4,667 | $13,326-65.0% | $9,451-50.6% | $13,397-65.2% |