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 | $268,409 | $103,376+159.6% | $87,100+208.2% | $152,861+75.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.56% | 28.10%-23.5pp | 28.19%-23.6pp | 345.32%-340.8pp |
| Employer contribution / active EE | $39,218 | $3,220+1117.8% | $2,521+1455.5% | $4,762+723.5% |
| Participant deferral / active EE | $17,465 | $4,778+265.5% | $4,049+331.4% | $5,850+198.5% |
| Admin fee / account holder | $1,780 | $12,205-85.4% | $7,497-76.3% | $11,596-84.7% |