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 | $306,910 | $183,963+66.8% | $162,163+89.3% | $152,861+100.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.70% | 150.76%-145.1pp | 115.59%-109.9pp | 345.32%-339.6pp |
| Employer contribution / active EE | $22,761 | $6,371+257.3% | $5,614+305.5% | $4,762+377.9% |
| Participant deferral / active EE | $13,895 | $8,034+73.0% | $7,298+90.4% | $5,850+137.5% |
| Admin fee / account holder | $5,197 | $13,121-60.4% | $10,843-52.1% | $11,596-55.2% |