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 | $276,393 | $113,339+143.9% | $94,993+191.0% | $147,584+87.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.08% | 20.77%-15.7pp | 27.12%-22.0pp | 578.55%-573.5pp |
| Employer contribution / active EE | $2,806 | $3,160-11.2% | $2,603+7.8% | $4,876-42.4% |
| Participant deferral / active EE | $9,888 | $3,777+161.8% | $3,317+198.1% | $5,439+81.8% |
| Admin fee / account holder | $6,411 | $6,063+5.7% | $4,960+29.2% | $10,885-41.1% |