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 | $353,401 | $181,894+94.3% | $156,549+125.7% | $273,961+29.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.51% | 30.74%-29.2pp | 32.23%-30.7pp | 41.45%-39.9pp |
| Employer contribution / active EE | $10,067 | $6,248+61.1% | $5,501+83.0% | $4,869+106.8% |
| Participant deferral / active EE | $8,480 | $5,550+52.8% | $4,871+74.1% | $5,287+60.4% |
| Admin fee / account holder | $4,343 | $15,559-72.1% | $13,027-66.7% | $10,132-57.1% |