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 | $337,870 | $152,460+121.6% | $118,746+184.5% | $147,584+128.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 7.49% | 17.41%-9.9pp | 24.54%-17.0pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,588 | $5,046-68.5% | $4,193-62.1% | $4,876-67.4% |
| Participant deferral / active EE | $16,000 | $6,212+157.6% | $5,332+200.1% | $5,439+194.2% |
| Admin fee / account holder | $707 | $16,953-95.8% | $10,720-93.4% | $10,885-93.5% |