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 | $441,775 | $100,970+337.5% | $96,576+357.4% | $137,256+221.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.59% | 38.16%-26.6pp | 38.47%-26.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,889 | $3,809-24.2% | $3,553-18.7% | $4,156-30.5% |
| Participant deferral / active EE | $17,696 | $8,286+113.6% | $7,956+122.4% | $6,407+176.2% |
| Admin fee / account holder | $40,392 | $11,312+257.1% | $11,381+254.9% | $12,270+229.2% |