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 | $265,515 | $86,891+205.6% | $142,449+86.4% | $75,163+253.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 5.62% | 23.31%-17.7pp | 19.99%-14.4pp | 160.62%-155.0pp |
| Employer contribution / active EE | $3,865 | $3,355+15.2% | $4,847-20.3% | $2,670+44.8% |
| Participant deferral / active EE | $8,221 | $4,938+66.5% | $6,283+30.8% | $4,125+99.3% |
| Admin fee / account holder | $9,201 | $7,299+26.1% | $10,011-8.1% | $5,651+62.8% |