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 | $297,902 | $181,894+63.8% | $156,549+90.3% | $273,961+8.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.59% | 30.74%-28.1pp | 32.23%-29.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $12,447 | $6,248+99.2% | $5,501+126.3% | $4,869+155.7% |
| Participant deferral / active EE | $8,848 | $5,550+59.4% | $4,871+81.7% | $5,287+67.4% |
| Admin fee / account holder | $22,796 | $15,559+46.5% | $13,027+75.0% | $10,132+125.0% |