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 3-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 | $269,106 | $111,814+140.7% | $103,374+160.3% | $145,959+84.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.06% | 24.77%-20.7pp | 24.89%-20.8pp | 561.95%-557.9pp |
| Employer contribution / active EE | $21,250 | $4,214+404.3% | $3,869+449.2% | $4,661+355.9% |
| Participant deferral / active EE | $22,500 | $5,618+300.5% | $5,058+344.9% | $6,689+236.4% |
| Admin fee / account holder | $12,581 | $9,754+29.0% | $8,394+49.9% | $13,398-6.1% |