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 | $307,244 | $99,341+209.3% | $84,750+262.5% | $273,961+12.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.63% | 22.93%-26.6pp | 22.78%-26.4pp | 41.45%-45.1pp |
| Employer contribution / active EE | $20,729 | $4,214+391.9% | $3,574+480.0% | $4,869+325.8% |
| Participant deferral / active EE | $11,950 | $4,269+179.9% | $3,712+222.0% | $5,287+126.0% |
| Admin fee / account holder | $6,136 | $6,644-7.7% | $5,332+15.1% | $10,132-39.4% |