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 | $277,959 | $98,750+181.5% | $149,696+85.7% | $79,858+248.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 11.67% | 27.43%-15.8pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $7,795 | $3,216+142.4% | $4,644+67.9% | $2,471+215.5% |
| Participant deferral / active EE | $8,843 | $5,680+55.7% | $6,842+29.3% | $3,740+136.5% |
| Admin fee / account holder | $3,957 | $6,053-34.6% | $9,309-57.5% | $5,306-25.4% |