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 | $451,353 | $179,726+151.1% | $156,263+188.8% | $142,382+217.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.92% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $3,141 | $5,069-38.0% | $4,333-27.5% | $4,299-26.9% |
| Participant deferral / active EE | $7,429 | $6,956+6.8% | $6,158+20.6% | $6,507+14.2% |
| Admin fee / account holder | $9,621 | $17,272-44.3% | $14,255-32.5% | $12,624-23.8% |