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 | $485,631 | $117,841+312.1% | $102,423+374.1% | $145,922+232.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 7.11% | 31.65%-24.5pp | 29.32%-22.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $3,025 | $3,615-16.3% | $3,023+0.1% | $4,660-35.1% |
| Participant deferral / active EE | $12,127 | $5,731+111.6% | $5,053+140.0% | $6,688+81.3% |
| Admin fee / account holder | $8,544 | $13,326-35.9% | $9,451-9.6% | $13,397-36.2% |