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 | $269,528 | $65,041+314.4% | $90,951+196.3% | $79,858+237.5% |
| Participation rate | 92.0% | 61.6%+30.4pp | 69.0%+23.0pp | 69.6%+22.4pp |
| Annual return | 9.50% | 30.45%-21.0pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $5,557 | $1,247+345.5% | $2,122+161.9% | $2,471+124.9% |
| Participant deferral / active EE | $5,296 | $2,512+110.8% | $3,373+57.0% | $3,740+41.6% |
| Admin fee / account holder | $338 | $4,536-92.5% | $5,959-94.3% | $5,306-93.6% |