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 | $275,243 | $181,894+51.3% | $156,549+75.8% | $273,961+0.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.98% | 30.74%-35.7pp | 32.23%-37.2pp | 41.45%-46.4pp |
| Employer contribution / active EE | $12,584 | $6,248+101.4% | $5,501+128.7% | $4,869+158.5% |
| Participant deferral / active EE | $6,037 | $5,550+8.8% | $4,871+23.9% | $5,287+14.2% |
| Admin fee / account holder | $2,055 | $15,559-86.8% | $13,027-84.2% | $10,132-79.7% |