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 | $315,345 | $117,841+167.6% | $102,423+207.9% | $145,922+116.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.22% | 31.65%-28.4pp | 29.32%-26.1pp | 561.29%-558.1pp |
| Employer contribution / active EE | $2,619 | $3,615-27.5% | $3,023-13.4% | $4,660-43.8% |
| Participant deferral / active EE | $3,103 | $5,731-45.9% | $5,053-38.6% | $6,688-53.6% |
| Admin fee / account holder | $543 | $13,326-95.9% | $9,451-94.3% | $13,397-95.9% |