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 | $325,300 | $181,894+78.8% | $156,549+107.8% | $273,961+18.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.23% | 30.74%-30.5pp | 32.23%-32.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $8,820 | $6,248+41.2% | $5,501+60.3% | $4,869+81.2% |
| Participant deferral / active EE | $7,695 | $5,550+38.6% | $4,871+58.0% | $5,287+45.5% |
| Admin fee / account holder | $16,153 | $15,559+3.8% | $13,027+24.0% | $10,132+59.4% |