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 8-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 | $286,544 | $127,264+125.2% | $109,895+160.7% | $167,490+71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 4.25% | 22.97%-18.7pp | 29.45%-25.2pp | 478.56%-474.3pp |
| Employer contribution / active EE | $2,626 | $3,322-21.0% | $2,842-7.6% | $4,837-45.7% |
| Participant deferral / active EE | $13,000 | $4,514+188.0% | $4,048+221.2% | $6,341+105.0% |
| Admin fee / account holder | $6,116 | $7,114-14.0% | $6,066+0.8% | $12,309-50.3% |