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 | $253,797 | $201,272+26.1% | $184,203+37.8% | $145,922+73.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.38% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,918 | $7,022-58.4% | $6,427-54.6% | $4,660-37.4% |
| Participant deferral / active EE | $7,829 | $9,806-20.2% | $9,131-14.3% | $6,688+17.1% |
| Admin fee / account holder | $3,234 | $16,364-80.2% | $13,901-76.7% | $13,397-75.9% |