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 | $279,087 | $105,859+163.6% | $90,160+209.5% | $147,584+89.1% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 8.79% | 37.63%-28.8pp | 34.88%-26.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $17,786 | $4,126+331.1% | $3,318+436.0% | $4,876+264.7% |
| Participant deferral / active EE | $17,786 | $5,733+210.2% | $5,288+236.4% | $5,439+227.0% |
| Admin fee / account holder | $4,808 | $8,046-40.2% | $5,943-19.1% | $10,885-55.8% |