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 | $314,003 | $53,127+491.0% | $86,590+262.6% | $70,131+347.7% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 11.70% | 27.66%-16.0pp | 964.84%-953.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $17,951 | $2,068+768.0% | $2,839+532.2% | $2,342+666.3% |
| Participant deferral / active EE | $5,758 | $2,696+113.6% | $3,609+59.6% | $3,332+72.8% |
| Admin fee / account holder | $14,176 | $3,585+295.4% | $4,906+189.0% | $4,645+205.2% |