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 | $313,600 | $114,381+174.2% | $107,525+191.7% | $142,382+120.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.36% | 242.71%-235.3pp | 181.32%-174.0pp | 217.08%-209.7pp |
| Employer contribution / active EE | $10,884 | $4,015+171.1% | $3,754+190.0% | $4,299+153.2% |
| Participant deferral / active EE | $3,552 | $5,564-36.2% | $5,116-30.6% | $6,507-45.4% |
| Admin fee / account holder | $671 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |