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 | $254,179 | $91,190+178.7% | $178,490+42.4% | $79,858+218.3% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.1pp |
| Annual return | 5.45% | 24.19%-18.7pp | 151.07%-145.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $9,314 | $3,256+186.1% | $5,011+85.9% | $2,471+277.0% |
| Participant deferral / active EE | $5,884 | $3,236+81.8% | $5,202+13.1% | $3,740+57.3% |
| Admin fee / account holder | $82,293 | $6,751+1119.0% | $13,984+488.5% | $5,306+1450.9% |