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 | $272,125 | $89,355+204.5% | $141,162+92.8% | $72,985+272.9% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 18.00% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $6,553 | $3,114+110.4% | $4,735+38.4% | $2,440+168.6% |
| Participant deferral / active EE | $9,072 | $5,418+67.4% | $6,709+35.2% | $3,607+151.5% |
| Admin fee / account holder | $85,610 | $5,958+1336.9% | $10,261+734.3% | $5,124+1570.7% |