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 | $264,735 | $104,251+153.9% | $91,001+190.9% | $147,584+79.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.81% | 27.06%-19.3pp | 4.60%+3.2pp | 578.55%-570.7pp |
| Employer contribution / active EE | $3,779 | $3,116+21.3% | $2,456+53.9% | $4,876-22.5% |
| Participant deferral / active EE | $11,894 | $4,195+183.5% | $3,547+235.3% | $5,439+118.7% |
| Admin fee / account holder | $22,023 | $8,948+146.1% | $5,417+306.5% | $10,885+102.3% |