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 | $304,251 | $118,680+156.4% | $98,907+207.6% | $158,922+91.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | -6.47% | 372.35%-378.8pp | 196.43%-202.9pp | 302.83%-309.3pp |
| Employer contribution / active EE | $956 | $3,333-71.3% | $2,689-64.5% | $4,761-79.9% |
| Participant deferral / active EE | $4,493 | $5,088-11.7% | $4,244+5.8% | $5,982-24.9% |
| Admin fee / account holder | $2,266 | $10,131-77.6% | $6,642-65.9% | $11,246-79.9% |