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 | $269,542 | $107,334+151.1% | $92,893+190.2% | $152,861+76.3% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 0.41% | 145.58%-145.2pp | 109.41%-109.0pp | 345.32%-344.9pp |
| Employer contribution / active EE | $17,309 | $4,221+310.1% | $3,653+373.9% | $4,762+263.4% |
| Participant deferral / active EE | $4,210 | $4,845-13.1% | $4,236-0.6% | $5,850-28.0% |
| Admin fee / account holder | $1,339 | $7,079-81.1% | $5,794-76.9% | $11,596-88.5% |