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 | $395,603 | $80,673+390.4% | $101,326+290.4% | $84,808+366.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 11.22% | 38.95%-27.7pp | 36.82%-25.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $7,491 | $2,698+177.7% | $3,665+104.4% | $2,631+184.7% |
| Participant deferral / active EE | $9,053 | $6,840+32.3% | $7,994+13.2% | $4,212+115.0% |
| Admin fee / account holder | $50,211 | $12,784+292.8% | $11,185+348.9% | $7,344+583.7% |