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 | $92,798+279.4% | $96,707+264.1% | $137,256+156.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 80.4%+3.0pp | 80.0%+3.4pp |
| Annual return | 11.38% | 31.24%-19.9pp | 34.78%-23.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,615 | $4,147-12.8% | $4,191-13.7% | $4,156-13.0% |
| Participant deferral / active EE | $3,615 | $5,877-38.5% | $5,997-39.7% | $6,407-43.6% |
| Admin fee / account holder | $13,263 | $7,946+66.9% | $7,503+76.8% | $12,270+8.1% |