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 | $263,765 | $114,381+130.6% | $107,525+145.3% | $142,382+85.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.92% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,785 | $4,015-30.6% | $3,754-25.8% | $4,299-35.2% |
| Participant deferral / active EE | $16,801 | $5,564+202.0% | $5,116+228.4% | $6,507+158.2% |
| Admin fee / account holder | $2,273 | $9,860-77.0% | $8,919-74.5% | $12,624-82.0% |