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 | $275,272 | $112,096+145.6% | $95,952+186.9% | $158,922+73.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.99% | 171.09%-165.1pp | 91.61%-85.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $17,483 | $3,198+446.7% | $2,541+588.0% | $4,761+267.2% |
| Participant deferral / active EE | $3,429 | $4,784-28.3% | $4,167-17.7% | $5,982-42.7% |
| Admin fee / account holder | $29,170 | $10,130+188.0% | $6,795+329.3% | $11,246+159.4% |