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 | $460,798 | $127,065+262.6% | $113,168+307.2% | $142,382+223.6% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 8.70% | 24.03%-15.3pp | 24.27%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $7,601 | $3,442+120.8% | $2,975+155.5% | $4,299+76.8% |
| Participant deferral / active EE | $10,946 | $5,716+91.5% | $5,107+114.3% | $6,507+68.2% |
| Admin fee / account holder | $66,610 | $15,736+323.3% | $12,068+452.0% | $12,624+427.7% |