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 | $300,612 | $102,966+192.0% | $90,281+233.0% | $152,861+96.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.65% | 95.16%-90.5pp | 78.10%-73.4pp | 345.32%-340.7pp |
| Employer contribution / active EE | $22,915 | $3,139+630.1% | $2,854+702.8% | $4,762+381.2% |
| Participant deferral / active EE | $13,028 | $4,281+204.3% | $3,885+235.3% | $5,850+122.7% |
| Admin fee / account holder | $3,427 | $6,171-44.5% | $5,351-36.0% | $11,596-70.5% |