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 | $270,523 | $152,587+77.3% | $125,175+116.1% | $152,861+77.0% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 1.74% | 54.84%-53.1pp | 43.79%-42.1pp | 345.32%-343.6pp |
| Employer contribution / active EE | $11,263 | $4,946+127.7% | $3,865+191.4% | $4,762+136.5% |
| Participant deferral / active EE | $11,131 | $5,868+89.7% | $4,937+125.5% | $5,850+90.3% |
| Admin fee / account holder | $13,617 | $13,434+1.4% | $9,702+40.4% | $11,596+17.4% |