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 | $267,671 | $127,065+110.7% | $113,168+136.5% | $142,382+88.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.55% | 24.03%-14.5pp | 24.27%-14.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,127 | $3,442-38.2% | $2,975-28.5% | $4,299-50.5% |
| Participant deferral / active EE | $3,121 | $5,716-45.4% | $5,107-38.9% | $6,507-52.0% |
| Admin fee / account holder | $43,242 | $15,736+174.8% | $12,068+258.3% | $12,624+242.5% |