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 | $310,784 | $181,894+70.9% | $156,549+98.5% | $273,961+13.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.42% | 30.74%-31.2pp | 32.23%-32.6pp | 41.45%-41.9pp |
| Employer contribution / active EE | $16,388 | $6,248+162.3% | $5,501+197.9% | $4,869+236.6% |
| Participant deferral / active EE | $14,122 | $5,550+154.4% | $4,871+189.9% | $5,287+167.1% |
| Admin fee / account holder | $1,441 | $15,559-90.7% | $13,027-88.9% | $10,132-85.8% |