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 | $301,664 | $114,381+163.7% | $107,525+180.6% | $142,382+111.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.56% | 242.71%-232.1pp | 181.32%-170.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $16,667 | $4,015+315.1% | $3,754+344.0% | $4,299+287.7% |
| Participant deferral / active EE | $5,820 | $5,564+4.6% | $5,116+13.8% | $6,507-10.6% |
| Admin fee / account holder | $8,921 | $9,860-9.5% | $8,9190% | $12,624-29.3% |