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 | $387,854 | $176,812+119.4% | $146,665+164.4% | $167,490+131.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.59% | 24.03%-15.4pp | 22.74%-14.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,500 | $5,160-51.6% | $4,136-39.6% | $4,837-48.3% |
| Participant deferral / active EE | $22,100 | $6,440+243.2% | $5,506+301.4% | $6,341+248.5% |
| Admin fee / account holder | $1,169 | $13,259-91.2% | $10,280-88.6% | $12,309-90.5% |