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 | $304,974 | $150,440+102.7% | $136,294+123.8% | $147,584+106.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 7.26% | 1049.08%-1041.8pp | 5155.94%-5148.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $3,983 | $5,256-24.2% | $4,695-15.2% | $4,876-18.3% |
| Participant deferral / active EE | $13,625 | $6,630+105.5% | $6,247+118.1% | $5,439+150.5% |
| Admin fee / account holder | $3,718 | $10,905-65.9% | $9,243-59.8% | $10,885-65.8% |