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 | $424,232 | $111,754+279.6% | $103,333+310.5% | $145,922+190.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.67% | 24.77%-18.1pp | 24.88%-18.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $5,093 | $4,212+20.9% | $3,868+31.7% | $4,660+9.3% |
| Participant deferral / active EE | $22,933 | $5,619+308.2% | $5,057+353.5% | $6,688+242.9% |
| Admin fee / account holder | $4,889 | $9,750-49.9% | $8,355-41.5% | $13,397-63.5% |