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 | $300,849 | $84,696+255.2% | $75,696+297.4% | $167,490+79.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 4.78% | 199.36%-194.6pp | 104.53%-99.7pp | 478.56%-473.8pp |
| Employer contribution / active EE | $4,244 | $3,230+31.4% | $2,743+54.8% | $4,837-12.3% |
| Participant deferral / active EE | $8,294 | $4,580+81.1% | $3,821+117.0% | $6,341+30.8% |
| Admin fee / account holder | $5,862 | $5,355+9.5% | $3,619+62.0% | $12,309-52.4% |