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 | $291,946 | $155,788+87.4% | $124,672+134.2% | $167,490+74.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 8.16% | 17.97%-9.8pp | 5142.93%-5134.8pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,170 | $4,163-47.9% | $3,324-34.7% | $4,837-55.1% |
| Participant deferral / active EE | $8,959 | $5,673+57.9% | $4,614+94.2% | $6,341+41.3% |
| Admin fee / account holder | $2,074 | $9,531-78.2% | $7,493-72.3% | $12,309-83.2% |