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 | $127,065+125.5% | $113,168+153.2% | $142,382+101.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 9.96% | 24.03%-14.1pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,905 | $3,442-15.6% | $2,975-2.4% | $4,299-32.4% |
| Participant deferral / active EE | $11,165 | $5,716+95.3% | $5,107+118.6% | $6,507+71.6% |
| Admin fee / account holder | $6,262 | $15,736-60.2% | $12,068-48.1% | $12,624-50.4% |