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 | $434,593 | $106,584+307.7% | $101,326+328.9% | $142,382+205.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.98% | 36.93%-26.9pp | 36.82%-26.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,420 | $3,956-13.5% | $3,665-6.7% | $4,299-20.4% |
| Participant deferral / active EE | $9,307 | $8,297+12.2% | $7,994+16.4% | $6,507+43.0% |
| Admin fee / account holder | $25,952 | $11,446+126.7% | $11,185+132.0% | $12,624+105.6% |