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 | $310,117 | $127,065+144.1% | $113,168+174.0% | $142,382+117.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 4.41% | 24.03%-19.6pp | 24.27%-19.9pp | 217.08%-212.7pp |
| Employer contribution / active EE | $13,760 | $3,442+299.8% | $2,975+362.5% | $4,299+220.1% |
| Participant deferral / active EE | $34,750 | $5,716+507.9% | $5,107+580.5% | $6,507+434.0% |
| Admin fee / account holder | $2,413 | $15,736-84.7% | $12,068-80.0% | $12,624-80.9% |