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 | $407,532 | $110,257+269.6% | $96,544+322.1% | $139,434+192.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 0.32% | 26.32%-26.0pp | 25.84%-25.5pp | 372.94%-372.6pp |
| Employer contribution / active EE | $4,500 | $3,620+24.3% | $2,965+51.8% | $4,751-5.3% |
| Participant deferral / active EE | $6,837 | $5,548+23.2% | $4,851+40.9% | $6,710+1.9% |
| Admin fee / account holder | $822 | $11,591-92.9% | $8,252-90.0% | $11,403-92.8% |