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 | $117,841+186.7% | $102,423+229.9% | $145,922+131.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 7.40% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $991 | $3,615-72.6% | $3,023-67.2% | $4,660-78.7% |
| Participant deferral / active EE | $3,069 | $5,731-46.4% | $5,053-39.3% | $6,688-54.1% |
| Admin fee / account holder | $243,990 | $13,326+1730.9% | $9,451+2481.7% | $13,397+1721.2% |