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 | $303,003 | $106,890+183.5% | $84,015+260.7% | $152,861+98.2% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 2.26% | 104.99%-102.7pp | 71.31%-69.1pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,066 | $2,734-24.5% | $1,983+4.1% | $4,762-56.6% |
| Participant deferral / active EE | $3,159 | $4,011-21.2% | $3,239-2.5% | $5,850-46.0% |
| Admin fee / account holder | $5,274 | $8,285-36.3% | $6,101-13.6% | $11,596-54.5% |