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 | $283,894 | $72,071+293.9% | $68,368+315.2% | $137,256+106.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 12.87% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,835 | $2,788+1.7% | $2,649+7.0% | $4,156-31.8% |
| Participant deferral / active EE | $10,726 | $4,410+143.2% | $4,123+160.2% | $6,407+67.4% |
| Admin fee / account holder | $3,379 | $5,336-36.7% | $5,150-34.4% | $12,270-72.5% |