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 | $468,411 | $140,940+232.3% | $112,229+317.4% | $139,434+235.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.39% | 32.71%-25.3pp | 30.20%-22.8pp | 372.94%-365.6pp |
| Employer contribution / active EE | $12,098 | $4,283+182.5% | $3,430+252.7% | $4,751+154.7% |
| Participant deferral / active EE | $9,725 | $5,874+65.6% | $4,798+102.7% | $6,710+44.9% |
| Admin fee / account holder | $4,048 | $9,954-59.3% | $7,748-47.8% | $11,403-64.5% |