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 | $281,761 | $127,065+121.7% | $113,168+149.0% | $142,382+97.9% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 7.52% | 24.03%-16.5pp | 24.27%-16.7pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,497 | $3,442-27.5% | $2,975-16.1% | $4,299-41.9% |
| Participant deferral / active EE | $4,957 | $5,716-13.3% | $5,107-2.9% | $6,507-23.8% |
| Admin fee / account holder | $19,544 | $15,736+24.2% | $12,068+62.0% | $12,624+54.8% |