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 | $286,526 | $124,425+130.3% | $112,040+155.7% | $137,256+108.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 9.96% | 24.72%-14.8pp | 24.52%-14.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,905 | $3,411-14.9% | $2,954-1.7% | $4,156-30.1% |
| Participant deferral / active EE | $11,165 | $5,718+95.2% | $5,098+119.0% | $6,407+74.3% |
| Admin fee / account holder | $6,262 | $15,207-58.8% | $12,098-48.2% | $12,270-49.0% |