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 | $254,519 | $127,065+100.3% | $113,168+124.9% | $142,382+78.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 5.72% | 24.03%-18.3pp | 24.27%-18.5pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,707 | $3,442-50.4% | $2,975-42.6% | $4,299-60.3% |
| Participant deferral / active EE | $3,604 | $5,716-37.0% | $5,107-29.4% | $6,507-44.6% |
| Admin fee / account holder | $24,421 | $15,736+55.2% | $12,068+102.4% | $12,624+93.5% |