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 | $658,912 | $111,301+492.0% | $112,977+483.2% | $158,922+314.6% |
| Participation rate | 85.7% | 83.5%+2.2pp | 82.6%+3.2pp | 82.0%+3.8pp |
| Annual return | 5.55% | 26.40%-20.8pp | 24.24%-18.7pp | 302.83%-297.3pp |
| Employer contribution / active EE | $4,057 | $4,471-9.3% | $4,255-4.6% | $4,761-14.8% |
| Participant deferral / active EE | $5,525 | $5,880-6.0% | $5,836-5.3% | $5,982-7.6% |
| Admin fee / account holder | $20,118 | $8,392+139.7% | $6,294+219.6% | $11,246+78.9% |