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 | $387,435 | $201,272+92.5% | $184,203+110.3% | $145,922+165.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 6.72% | 29.00%-22.3pp | 28.81%-22.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,781 | $7,022-74.6% | $6,427-72.3% | $4,660-61.8% |
| Participant deferral / active EE | $6,971 | $9,806-28.9% | $9,131-23.7% | $6,688+4.2% |
| Admin fee / account holder | $27,624 | $16,364+68.8% | $13,901+98.7% | $13,397+106.2% |