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 | $275,492 | $106,584+158.5% | $101,326+171.9% | $142,382+93.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.00% | 36.93%-27.9pp | 36.82%-27.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,405 | $3,956-13.9% | $3,665-7.1% | $4,299-20.8% |
| Participant deferral / active EE | $14,430 | $8,297+73.9% | $7,994+80.5% | $6,507+121.8% |
| Admin fee / account holder | $2,845 | $11,446-75.1% | $11,185-74.6% | $12,624-77.5% |