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 | $397,306 | $109,881+261.6% | $150,045+164.8% | $84,808+368.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.55% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,061 | $3,561+14.0% | $4,693-13.5% | $2,631+54.4% |
| Participant deferral / active EE | $14,621 | $6,636+120.3% | $7,997+82.8% | $4,212+247.2% |
| Admin fee / account holder | $12,052 | $8,568+40.7% | $13,435-10.3% | $7,344+64.1% |