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 | $250,115 | $106,584+134.7% | $101,326+146.8% | $142,382+75.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.51% | 36.93%-26.4pp | 36.82%-26.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,648 | $3,956-7.8% | $3,665-0.5% | $4,299-15.1% |
| Participant deferral / active EE | $11,316 | $8,297+36.4% | $7,994+41.6% | $6,507+73.9% |
| Admin fee / account holder | $19,110 | $11,446+67.0% | $11,185+70.9% | $12,624+51.4% |