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 | $251,473 | $127,065+97.9% | $113,168+122.2% | $142,382+76.6% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 6.71% | 24.03%-17.3pp | 24.27%-17.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $1,513 | $3,442-56.0% | $2,975-49.1% | $4,299-64.8% |
| Participant deferral / active EE | $2,960 | $5,716-48.2% | $5,107-42.0% | $6,507-54.5% |
| Admin fee / account holder | $20,061 | $15,736+27.5% | $12,068+66.2% | $12,624+58.9% |