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 | $250,348 | $107,934+131.9% | $91,989+172.2% | $152,861+63.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 5.88% | 89.24%-83.4pp | 69.02%-63.1pp | 345.32%-339.4pp |
| Employer contribution / active EE | $29,787 | $4,210+607.6% | $3,452+762.9% | $4,762+525.5% |
| Participant deferral / active EE | $15,067 | $6,364+136.7% | $5,923+154.4% | $5,850+157.5% |
| Admin fee / account holder | $1,056 | $10,520-90.0% | $7,743-86.4% | $11,596-90.9% |