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 | $253,202 | $59,839+323.1% | $81,983+208.8% | $79,858+217.1% |
| Participation rate | 73.2% | 61.6%+11.6pp | 69.2%+3.9pp | 69.6%+3.5pp |
| Annual return | 3.44% | 17.56%-14.1pp | 41.31%-37.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $7,100 | $1,713+314.4% | $2,498+184.2% | $2,471+187.4% |
| Participant deferral / active EE | $2,333 | $2,695-13.4% | $3,722-37.3% | $3,740-37.6% |
| Admin fee / account holder | $8,784 | $4,287+104.9% | $5,664+55.1% | $5,306+65.5% |