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 | $469,305 | $127,777+267.3% | $106,548+340.5% | $167,490+180.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.13% | 33.87%-26.7pp | 26.80%-19.7pp | 478.56%-471.4pp |
| Employer contribution / active EE | $2,542 | $3,427-25.8% | $2,819-9.8% | $4,837-47.5% |
| Participant deferral / active EE | $4,405 | $5,087-13.4% | $4,398+0.2% | $6,341-30.5% |
| Admin fee / account holder | $7,915 | $11,228-29.5% | $7,407+6.9% | $12,309-35.7% |