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 | $291,337 | $106,515+173.5% | $96,683+201.3% | $139,434+108.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.15% | 38.43%-38.3pp | 35.69%-35.5pp | 372.94%-372.8pp |
| Employer contribution / active EE | $2,048 | $4,103-50.1% | $3,737-45.2% | $4,751-56.9% |
| Participant deferral / active EE | $8,449 | $5,454+54.9% | $4,878+73.2% | $6,710+25.9% |
| Admin fee / account holder | $5,262 | $7,877-33.2% | $6,730-21.8% | $11,403-53.9% |