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 | $395,399 | $113,339+248.9% | $94,993+316.2% | $147,584+167.9% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 4.60% | 20.77%-16.2pp | 27.12%-22.5pp | 578.55%-573.9pp |
| Employer contribution / active EE | $7,000 | $3,160+121.5% | $2,603+168.9% | $4,876+43.5% |
| Participant deferral / active EE | $7,883 | $3,777+108.7% | $3,317+137.6% | $5,439+44.9% |
| Admin fee / account holder | $1,857 | $6,063-69.4% | $4,960-62.6% | $10,885-82.9% |