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 | $253,199 | $86,286+193.4% | $111,297+127.5% | $85,850+194.9% |
| Participation rate | 97.6% | 73.3%+24.2pp | 77.3%+20.3pp | 69.3%+28.2pp |
| Annual return | 10.15% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,385 | $2,043+65.7% | $2,731+23.9% | $2,565+31.9% |
| Participant deferral / active EE | $9,994 | $3,641+174.5% | $4,487+122.7% | $3,952+152.9% |
| Admin fee / account holder | $28,882 | $8,188+252.7% | $7,964+262.7% | $6,260+361.4% |