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 | $307,684 | $175,202+75.6% | $149,673+105.6% | $139,434+120.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 2.00% | 166.71%-164.7pp | 134.42%-132.4pp | 372.94%-370.9pp |
| Employer contribution / active EE | $2,330 | $5,474-57.4% | $4,818-51.6% | $4,751-51.0% |
| Participant deferral / active EE | $9,501 | $6,519+45.7% | $5,680+67.3% | $6,710+41.6% |
| Admin fee / account holder | $26,109 | $16,150+61.7% | $13,210+97.6% | $11,403+129.0% |