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 | $272,731 | $101,618+168.4% | $93,063+193.1% | $137,256+98.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 6.68% | 223.95%-217.3pp | 34.15%-27.5pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,396 | $2,707-48.4% | $2,476-43.6% | $4,156-66.4% |
| Participant deferral / active EE | $707 | $4,279-83.5% | $3,958-82.1% | $6,407-89.0% |
| Admin fee / account holder | $16,781 | $6,198+170.7% | $6,033+178.1% | $12,270+36.8% |