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 | $383,378 | $162,781+135.5% | $133,956+186.2% | $158,922+141.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.85% | 41.94%-37.1pp | 45.09%-40.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $4,292 | $4,975-13.7% | $3,919+9.5% | $4,761-9.8% |
| Participant deferral / active EE | $14,817 | $5,911+150.7% | $5,048+193.5% | $5,982+147.7% |
| Admin fee / account holder | $234,672 | $11,736+1899.5% | $8,927+2528.8% | $11,246+1986.8% |