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 | $267,165 | $124,281+115.0% | $109,143+144.8% | $167,490+59.5% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 8.70% | 26.04%-17.3pp | 25.75%-17.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $12,676 | $4,207+201.3% | $3,722+240.6% | $4,837+162.0% |
| Participant deferral / active EE | $7,514 | $5,255+43.0% | $4,653+61.5% | $6,341+18.5% |
| Admin fee / account holder | $6,150 | $7,970-22.8% | $6,752-8.9% | $12,309-50.0% |