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 | $323,446 | $171,164+89.0% | $127,761+153.2% | $152,861+111.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 5.83% | 23.54%-17.7pp | 26.14%-20.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,871 | $5,447-65.6% | $4,574-59.1% | $4,762-60.7% |
| Participant deferral / active EE | $4,644 | $7,038-34.0% | $6,021-22.9% | $5,850-20.6% |
| Admin fee / account holder | $49,792 | $14,530+242.7% | $9,395+430.0% | $11,596+329.4% |