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 | $461,908 | $117,841+292.0% | $102,423+351.0% | $145,922+216.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.31% | 31.65%-29.3pp | 29.32%-27.0pp | 561.29%-559.0pp |
| Employer contribution / active EE | $2,360 | $3,615-34.7% | $3,023-21.9% | $4,660-49.4% |
| Participant deferral / active EE | $26,750 | $5,731+366.8% | $5,053+429.4% | $6,688+300.0% |
| Admin fee / account holder | $114,050 | $13,326+755.8% | $9,451+1106.8% | $13,397+751.3% |