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 | $311,128 | $111,754+178.4% | $103,333+201.1% | $145,922+113.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.29% | 24.77%-20.5pp | 24.88%-20.6pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,746 | $4,212-58.6% | $3,868-54.9% | $4,660-62.5% |
| Participant deferral / active EE | $5,507 | $5,619-2.0% | $5,057+8.9% | $6,688-17.6% |
| Admin fee / account holder | $882 | $9,750-91.0% | $8,355-89.4% | $13,397-93.4% |