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 | $292,725 | $109,881+166.4% | $150,045+95.1% | $84,808+245.2% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 13.92% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,508 | $3,561-1.5% | $4,693-25.3% | $2,631+33.3% |
| Participant deferral / active EE | $11,915 | $6,636+79.6% | $7,997+49.0% | $4,212+182.9% |
| Admin fee / account holder | $4,708 | $8,568-45.0% | $13,435-65.0% | $7,344-35.9% |