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 | $391,539 | $209,411+87.0% | $178,490+119.4% | $158,922+146.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.85% | 188.75%-189.6pp | 151.07%-151.9pp | 302.83%-303.7pp |
| Employer contribution / active EE | $1,740 | $5,706-69.5% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $14,759 | $5,954+147.9% | $5,202+183.7% | $5,982+146.7% |
| Admin fee / account holder | $2,764 | $17,074-83.8% | $13,984-80.2% | $11,246-75.4% |