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 | $251,554 | $135,952+85.0% | $123,892+103.0% | $273,961-8.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.61% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $17,067 | $5,170+230.1% | $4,617+269.7% | $4,869+250.5% |
| Participant deferral / active EE | $9,583 | $6,343+51.1% | $5,984+60.1% | $5,287+81.3% |
| Admin fee / account holder | $1,390 | $9,817-85.8% | $8,357-83.4% | $10,132-86.3% |