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 | $296,414 | $152,587+94.3% | $125,175+136.8% | $152,861+93.9% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 2.05% | 54.84%-52.8pp | 43.79%-41.7pp | 345.32%-343.3pp |
| Employer contribution / active EE | $3,088 | $4,946-37.6% | $3,865-20.1% | $4,762-35.2% |
| Participant deferral / active EE | $8,782 | $5,868+49.7% | $4,937+77.9% | $5,850+50.1% |
| Admin fee / account holder | $1,313 | $13,434-90.2% | $9,702-86.5% | $11,596-88.7% |