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 | $352,068 | $94,338+273.2% | $100,534+250.2% | $142,382+147.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 11.38% | 29.20%-17.8pp | 32.66%-21.3pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,615 | $4,237-14.7% | $4,346-16.8% | $4,299-15.9% |
| Participant deferral / active EE | $3,615 | $5,934-39.1% | $6,144-41.2% | $6,507-44.4% |
| Admin fee / account holder | $13,263 | $8,421+57.5% | $7,654+73.3% | $12,624+5.1% |