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 | $267,925 | $106,749+151.0% | $145,433+84.2% | $82,448+225.0% |
| Participation rate | 87.2% | 75.6%+11.5pp | 82.1%+5.1pp | 68.1%+19.1pp |
| Annual return | 13.21% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,203 | $3,444-7.0% | $4,554-29.7% | $2,551+25.6% |
| Participant deferral / active EE | $9,445 | $6,519+44.9% | $7,897+19.6% | $4,139+128.2% |
| Admin fee / account holder | $20,889 | $8,390+149.0% | $13,129+59.1% | $7,234+188.7% |