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 | $267,132 | $157,256+69.9% | $141,162+89.2% | $152,861+74.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.43% | 64.32%-50.9pp | 71.39%-58.0pp | 345.32%-331.9pp |
| Employer contribution / active EE | $11,046 | $5,261+110.0% | $4,735+133.3% | $4,762+131.9% |
| Participant deferral / active EE | $7,177 | $7,109+0.9% | $6,709+7.0% | $5,850+22.7% |
| Admin fee / account holder | $2,920 | $12,120-75.9% | $10,261-71.5% | $11,596-74.8% |