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 | $278,029 | $109,881+153.0% | $150,045+85.3% | $84,808+227.8% |
| Participation rate | 73.9% | 76.1%-2.2pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 12.90% | 28.25%-15.3pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,082 | $3,561-41.5% | $4,693-55.6% | $2,631-20.9% |
| Participant deferral / active EE | $9,827 | $6,636+48.1% | $7,997+22.9% | $4,212+133.3% |
| Admin fee / account holder | $5,687 | $8,568-33.6% | $13,435-57.7% | $7,344-22.6% |