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 | $270,123 | $117,983+129.0% | $101,794+165.4% | $142,382+89.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 6.83% | 36.92%-30.1pp | 30.53%-23.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $11,682 | $2,773+321.3% | $2,289+410.4% | $4,299+171.7% |
| Participant deferral / active EE | $7,836 | $4,714+66.2% | $4,084+91.9% | $6,507+20.4% |
| Admin fee / account holder | $3,457 | $10,433-66.9% | $8,777-60.6% | $12,624-72.6% |