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 | $254,123 | $84,233+201.7% | $170,442+49.1% | $70,131+262.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.17% | 23.06%-11.9pp | 205.93%-194.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $9,504 | $3,387+180.6% | $5,433+74.9% | $2,342+305.7% |
| Participant deferral / active EE | $6,366 | $3,086+106.3% | $4,939+28.9% | $3,332+91.1% |
| Admin fee / account holder | $43,014 | $5,698+654.9% | $13,880+209.9% | $4,645+826.0% |