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 | $337,878 | $117,859+186.7% | $102,438+229.8% | $145,959+131.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 7.40% | 31.72%-24.3pp | 29.37%-22.0pp | 561.95%-554.5pp |
| Employer contribution / active EE | $991 | $3,615-72.6% | $3,024-67.2% | $4,661-78.7% |
| Participant deferral / active EE | $3,069 | $5,732-46.5% | $5,054-39.3% | $6,689-54.1% |
| Admin fee / account holder | $243,990 | $13,318+1732.0% | $9,448+2482.5% | $13,398+1721.1% |