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 | $316,568 | $99,877+217.0% | $84,966+272.6% | $145,922+116.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 5.66% | 83.76%-78.1pp | 66.38%-60.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,306 | $3,231-59.6% | $2,727-52.1% | $4,660-72.0% |
| Participant deferral / active EE | $8,866 | $5,291+67.6% | $4,519+96.2% | $6,688+32.6% |
| Admin fee / account holder | $1,167 | $7,248-83.9% | $6,149-81.0% | $13,397-91.3% |