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 4-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 | $288,972 | $201,272+43.6% | $184,203+56.9% | $145,922+98.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.14% | 29.00%-22.9pp | 28.81%-22.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $8,265 | $7,022+17.7% | $6,427+28.6% | $4,660+77.4% |
| Participant deferral / active EE | $15,811 | $9,806+61.2% | $9,131+73.1% | $6,688+136.4% |
| Admin fee / account holder | $44,354 | $16,364+171.1% | $13,901+219.1% | $13,397+231.1% |