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 | $564,606 | $106,584+429.7% | $101,326+457.2% | $142,382+296.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 12.49% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,335 | $3,956-15.7% | $3,665-9.0% | $4,299-22.4% |
| Participant deferral / active EE | $15,353 | $8,297+85.0% | $7,994+92.1% | $6,507+135.9% |
| Admin fee / account holder | $45,402 | $11,446+296.7% | $11,185+305.9% | $12,624+259.7% |