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 | $265,941 | $80,673+229.7% | $101,326+162.5% | $84,808+213.6% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 13.80% | 38.95%-25.2pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,832 | $2,698+5.0% | $3,665-22.7% | $2,631+7.6% |
| Participant deferral / active EE | $6,860 | $6,840+0.3% | $7,994-14.2% | $4,212+62.9% |
| Admin fee / account holder | $950 | $12,784-92.6% | $11,185-91.5% | $7,344-87.1% |