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 | $292,201 | $107,334+172.2% | $92,893+214.6% | $152,861+91.2% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 1.32% | 145.58%-144.3pp | 109.41%-108.1pp | 345.32%-344.0pp |
| Employer contribution / active EE | $15,411 | $4,221+265.1% | $3,653+321.9% | $4,762+223.6% |
| Participant deferral / active EE | $2,922 | $4,845-39.7% | $4,236-31.0% | $5,850-50.1% |
| Admin fee / account holder | $7,656 | $7,079+8.1% | $5,794+32.1% | $11,596-34.0% |