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 | $661,656 | $153,772+330.3% | $133,980+393.8% | $273,961+141.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.37% | 36.51%-34.1pp | 29.30%-26.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $29,134 | $6,029+383.2% | $5,211+459.0% | $4,869+498.4% |
| Participant deferral / active EE | $10,900 | $6,958+56.6% | $6,282+73.5% | $5,287+106.2% |
| Admin fee / account holder | $3,095 | $11,765-73.7% | $9,324-66.8% | $10,132-69.5% |