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 | $258,926 | $114,381+126.4% | $107,525+140.8% | $142,382+81.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.13% | 242.71%-238.6pp | 181.32%-177.2pp | 217.08%-213.0pp |
| Employer contribution / active EE | $887 | $4,015-77.9% | $3,754-76.4% | $4,299-79.4% |
| Participant deferral / active EE | $1,907 | $5,564-65.7% | $5,116-62.7% | $6,507-70.7% |
| Admin fee / account holder | $2,596 | $9,860-73.7% | $8,919-70.9% | $12,624-79.4% |