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 | $354,388 | $80,717+339.0% | $154,803+128.9% | $84,808+317.9% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 10.28% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $12,274 | $2,761+344.5% | $4,305+185.1% | $2,631+366.5% |
| Participant deferral / active EE | $8,108 | $3,303+145.5% | $5,540+46.3% | $4,212+92.5% |
| Admin fee / account holder | $24,495 | $6,746+263.1% | $14,329+70.9% | $7,344+233.5% |