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 | $301,272 | $105,998+184.2% | $92,233+226.6% | $147,584+104.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.94% | 50.05%-43.1pp | 176.28%-169.3pp | 578.55%-571.6pp |
| Employer contribution / active EE | $25,989 | $4,333+499.8% | $3,679+606.3% | $4,876+433.0% |
| Participant deferral / active EE | $10,703 | $4,478+139.0% | $3,897+174.7% | $5,439+96.8% |
| Admin fee / account holder | $1,012 | $6,332-84.0% | $5,194-80.5% | $10,885-90.7% |