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 | $405,298 | $127,065+219.0% | $113,168+258.1% | $142,382+184.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 6.86% | 24.03%-17.2pp | 24.27%-17.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,290 | $3,442-62.5% | $2,975-56.6% | $4,299-70.0% |
| Participant deferral / active EE | $2,911 | $5,716-49.1% | $5,107-43.0% | $6,507-55.3% |
| Admin fee / account holder | $2,860 | $15,736-81.8% | $12,068-76.3% | $12,624-77.3% |