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 | $294,764 | $157,256+87.4% | $141,162+108.8% | $152,861+92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.43% | 64.32%-62.9pp | 71.39%-70.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $9,290 | $5,261+76.6% | $4,735+96.2% | $4,762+95.1% |
| Participant deferral / active EE | $6,154 | $7,109-13.4% | $6,709-8.3% | $5,850+5.2% |
| Admin fee / account holder | $1,946 | $12,120-83.9% | $10,261-81.0% | $11,596-83.2% |