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 7-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 | $287,973 | $114,381+151.8% | $107,525+167.8% | $142,382+102.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.25% | 242.71%-237.5pp | 181.32%-176.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $11,339 | $4,015+182.4% | $3,754+202.1% | $4,299+163.7% |
| Participant deferral / active EE | $8,913 | $5,564+60.2% | $5,116+74.2% | $6,507+37.0% |
| Admin fee / account holder | $2,627 | $9,860-73.4% | $8,919-70.5% | $12,624-79.2% |