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 | $260,889 | $109,817+137.6% | $98,442+165.0% | $167,490+55.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 3.96% | 1956.69%-1952.7pp | 1492.73%-1488.8pp | 478.56%-474.6pp |
| Employer contribution / active EE | $1,086 | $3,224-66.3% | $2,960-63.3% | $4,837-77.6% |
| Participant deferral / active EE | $3,254 | $4,673-30.4% | $4,276-23.9% | $6,341-48.7% |
| Admin fee / account holder | $929 | $6,753-86.2% | $5,949-84.4% | $12,309-92.5% |