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 | $385,281 | $179,726+114.4% | $156,263+146.6% | $142,382+170.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.58% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,905 | $5,069-42.7% | $4,333-33.0% | $4,299-32.4% |
| Participant deferral / active EE | $2,649 | $6,956-61.9% | $6,158-57.0% | $6,507-59.3% |
| Admin fee / account holder | $7,421 | $17,272-57.0% | $14,255-47.9% | $12,624-41.2% |