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 | $323,052 | $106,515+203.3% | $96,683+234.1% | $139,434+131.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.57% | 38.43%-28.9pp | 35.69%-26.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,620 | $4,103-11.8% | $3,737-3.1% | $4,751-23.8% |
| Participant deferral / active EE | $17,869 | $5,454+227.6% | $4,878+266.3% | $6,710+166.3% |
| Admin fee / account holder | $1,857 | $7,877-76.4% | $6,730-72.4% | $11,403-83.7% |