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 | $287,476 | $106,584+169.7% | $101,326+183.7% | $142,382+101.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.51% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,021 | $3,956-74.2% | $3,665-72.1% | $4,299-76.3% |
| Participant deferral / active EE | $10,854 | $8,297+30.8% | $7,994+35.8% | $6,507+66.8% |
| Admin fee / account holder | $485 | $11,446-95.8% | $11,185-95.7% | $12,624-96.2% |