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 | $308,785 | $77,899+296.4% | $149,673+106.3% | $75,163+310.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.30% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $13,365 | $3,137+326.0% | $4,818+177.4% | $2,670+400.6% |
| Participant deferral / active EE | $7,881 | $3,411+131.0% | $5,680+38.7% | $4,125+91.0% |
| Admin fee / account holder | $10,460 | $5,956+75.6% | $13,210-20.8% | $5,651+85.1% |