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 | $387,702 | $77,503+400.2% | $100,391+286.2% | $80,856+379.5% |
| Participation rate | 95.2% | 76.9%+18.2pp | 81.5%+13.7pp | 67.6%+27.5pp |
| Annual return | 11.08% | 37.20%-26.1pp | 49.20%-38.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $6,550 | $2,801+133.8% | $3,942+66.2% | $2,755+137.7% |
| Participant deferral / active EE | $8,052 | $6,820+18.1% | $8,082-0.4% | $4,296+87.4% |
| Admin fee / account holder | $41,908 | $5,897+610.7% | $7,899+430.5% | $6,918+505.8% |