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 | $373,734 | $84,233+343.7% | $170,442+119.3% | $70,131+432.9% |
| Participation rate | 95.7% | 70.8%+24.9pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 12.02% | 23.06%-11.0pp | 205.93%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $18,022 | $3,387+432.1% | $5,433+231.7% | $2,342+669.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,890 | $5,698+126.2% | $13,880-7.1% | $4,645+177.5% |