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 | $486,507 | $127,065+282.9% | $113,168+329.9% | $142,382+241.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.15% | 24.03%-17.9pp | 24.27%-18.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,761 | $3,442+9.3% | $2,975+26.4% | $4,299-12.5% |
| Participant deferral / active EE | $15,824 | $5,716+176.8% | $5,107+209.9% | $6,507+143.2% |
| Admin fee / account holder | $2,439 | $15,736-84.5% | $12,068-79.8% | $12,624-80.7% |