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 | $320,582 | $140,940+127.5% | $112,229+185.6% | $139,434+129.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.56% | 32.71%-27.1pp | 30.20%-24.6pp | 372.94%-367.4pp |
| Employer contribution / active EE | $1,297 | $4,283-69.7% | $3,430-62.2% | $4,751-72.7% |
| Participant deferral / active EE | $16,667 | $5,874+183.7% | $4,798+247.4% | $6,710+148.4% |
| Admin fee / account holder | $17,518 | $9,954+76.0% | $7,748+126.1% | $11,403+53.6% |