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 | $308,287 | $126,574+143.6% | $106,213+190.3% | $145,922+111.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 5.28% | 224.79%-219.5pp | 116.14%-110.9pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,987 | $3,730-46.7% | $3,171-37.3% | $4,660-57.4% |
| Participant deferral / active EE | $9,489 | $5,724+65.8% | $5,016+89.2% | $6,688+41.9% |
| Admin fee / account holder | $68,707 | $17,304+297.1% | $11,033+522.7% | $13,397+412.9% |