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 | $251,143 | $118,450+112.0% | $98,439+155.1% | $139,434+80.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.27% | 18.94%-13.7pp | 21.16%-15.9pp | 372.94%-367.7pp |
| Employer contribution / active EE | $11,540 | $3,609+219.7% | $3,048+278.6% | $4,751+142.9% |
| Participant deferral / active EE | $3,182 | $5,392-41.0% | $4,738-32.8% | $6,710-52.6% |
| Admin fee / account holder | $9,000 | $14,026-35.8% | $8,948+0.6% | $11,403-21.1% |