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 | $336,993 | $124,281+171.2% | $109,143+208.8% | $167,490+101.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.19% | 26.04%-16.8pp | 25.75%-16.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,322 | $4,207-21.0% | $3,722-10.8% | $4,837-31.3% |
| Participant deferral / active EE | $5,838 | $5,255+11.1% | $4,653+25.5% | $6,341-7.9% |
| Admin fee / account holder | $9,613 | $7,970+20.6% | $6,752+42.4% | $12,309-21.9% |