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 | $306,739 | $117,983+160.0% | $101,794+201.3% | $142,382+115.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 4.29% | 36.92%-32.6pp | 30.53%-26.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $8,076 | $2,773+191.3% | $2,289+252.8% | $4,299+87.8% |
| Participant deferral / active EE | $4,552 | $4,714-3.4% | $4,084+11.5% | $6,507-30.0% |
| Admin fee / account holder | $1,598 | $10,433-84.7% | $8,777-81.8% | $12,624-87.3% |