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 | $269,318 | $51,175+426.3% | $70,515+281.9% | $75,163+258.3% |
| Participation rate | 97.1% | 60.9%+36.2pp | 68.3%+28.8pp | 67.2%+30.0pp |
| Annual return | 9.43% | 30.02%-20.6pp | 32.77%-23.3pp | 160.62%-151.2pp |
| Employer contribution / active EE | $11,848 | $1,826+548.8% | $2,973+298.5% | $2,670+343.8% |
| Participant deferral / active EE | $3,350 | $2,849+17.6% | $4,567-26.6% | $4,125-18.8% |
| Admin fee / account holder | $9,132 | $4,091+123.2% | $6,412+42.4% | $5,651+61.6% |