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 | $351,166 | $217,402+61.5% | $185,823+89.0% | $167,490+109.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.62% | 148.36%-145.7pp | 122.05%-119.4pp | 478.56%-475.9pp |
| Employer contribution / active EE | $2,138 | $5,873-63.6% | $5,167-58.6% | $4,837-55.8% |
| Participant deferral / active EE | $10,548 | $6,356+65.9% | $5,568+89.4% | $6,341+66.3% |
| Admin fee / account holder | $9,273 | $19,811-53.2% | $16,237-42.9% | $12,309-24.7% |