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 | $297,211 | $106,584+178.9% | $101,326+193.3% | $142,382+108.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 6.62% | 36.93%-30.3pp | 36.82%-30.2pp | 217.08%-210.5pp |
| Employer contribution / active EE | $19,009 | $3,956+380.5% | $3,665+418.6% | $4,299+342.2% |
| Participant deferral / active EE | $35,429 | $8,297+327.0% | $7,994+343.2% | $6,507+444.5% |
| Admin fee / account holder | $480,476 | $11,446+4097.7% | $11,185+4195.7% | $12,624+3706.1% |