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 | $251,781 | $133,922+88.0% | $116,228+116.6% | $142,382+76.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.38% | 147.76%-139.4pp | 90.06%-81.7pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,145 | $3,446-37.7% | $2,994-28.4% | $4,299-50.1% |
| Participant deferral / active EE | $6,854 | $5,672+20.8% | $4,953+38.4% | $6,507+5.3% |
| Admin fee / account holder | $57,023 | $14,945+281.6% | $11,989+375.6% | $12,624+351.7% |