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 | $338,486 | $106,584+217.6% | $101,326+234.1% | $142,382+137.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 11.87% | 36.93%-25.1pp | 36.82%-24.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,862 | $3,956+22.9% | $3,665+32.7% | $4,299+13.1% |
| Participant deferral / active EE | $6,017 | $8,297-27.5% | $7,994-24.7% | $6,507-7.5% |
| Admin fee / account holder | $61,706 | $11,446+439.1% | $11,185+451.7% | $12,624+388.8% |