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 | $567,203 | $214,378+164.6% | $200,582+182.8% | $142,382+298.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.15% | 46.41%-40.3pp | 42.33%-36.2pp | 217.08%-210.9pp |
| Employer contribution / active EE | $4,554 | $6,841-33.4% | $6,419-29.1% | $4,299+5.9% |
| Participant deferral / active EE | $20,498 | $9,865+107.8% | $9,331+119.7% | $6,507+215.0% |
| Admin fee / account holder | $330,411 | $17,692+1767.6% | $16,305+1926.5% | $12,624+2517.4% |