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 | $464,009 | $127,065+265.2% | $113,168+310.0% | $142,382+225.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 2.22% | 24.03%-21.8pp | 24.27%-22.1pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,609 | $3,442-24.2% | $2,975-12.3% | $4,299-39.3% |
| Participant deferral / active EE | $22,253 | $5,716+289.3% | $5,107+335.8% | $6,507+242.0% |
| Admin fee / account holder | $15,759 | $15,736+0.1% | $12,068+30.6% | $12,624+24.8% |