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 | $377,408 | $127,065+197.0% | $113,168+233.5% | $142,382+165.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 9.41% | 24.03%-14.6pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,848 | $3,442-46.3% | $2,975-37.9% | $4,299-57.0% |
| Participant deferral / active EE | $11,209 | $5,716+96.1% | $5,107+119.5% | $6,507+72.3% |
| Admin fee / account holder | $1,957 | $15,736-87.6% | $12,068-83.8% | $12,624-84.5% |