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 | $416,023 | $150,187+177.0% | $120,354+245.7% | $145,922+185.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 7.00% | 154.07%-147.1pp | 107.15%-100.1pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,649 | $4,348-62.1% | $3,463-52.4% | $4,660-64.6% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3,941 | $12,207-67.7% | $9,423-58.2% | $13,397-70.6% |