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 | $444,838 | $114,381+288.9% | $107,525+313.7% | $142,382+212.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 10.95% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $4,179 | $4,015+4.1% | $3,754+11.3% | $4,299-2.8% |
| Participant deferral / active EE | $11,383 | $5,564+104.6% | $5,116+122.5% | $6,507+74.9% |
| Admin fee / account holder | $4,555 | $9,860-53.8% | $8,919-48.9% | $12,624-63.9% |