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 | $261,031 | $93,571+179.0% | $135,903+92.1% | $75,163+247.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.53% | 30.90%-18.4pp | 68.23%-55.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $6,264 | $3,537+77.1% | $4,856+29.0% | $2,670+134.6% |
| Participant deferral / active EE | $11,388 | $6,404+77.8% | $7,758+46.8% | $4,125+176.1% |
| Admin fee / account holder | $76,742 | $6,975+1000.2% | $10,762+613.1% | $5,651+1258.0% |