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 | $420,680 | $117,983+256.6% | $101,794+313.3% | $142,382+195.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 7.23% | 36.92%-29.7pp | 30.53%-23.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $11,385 | $2,773+310.6% | $2,289+397.4% | $4,299+164.8% |
| Participant deferral / active EE | $2,405 | $4,714-49.0% | $4,084-41.1% | $6,507-63.0% |
| Admin fee / account holder | $3,842 | $10,433-63.2% | $8,777-56.2% | $12,624-69.6% |