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 | $399,758 | $127,065+214.6% | $113,168+253.2% | $142,382+180.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 8.72% | 24.03%-15.3pp | 24.27%-15.5pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4,237 | $3,442+23.1% | $2,975+42.4% | $4,299-1.5% |
| Participant deferral / active EE | $18,300 | $5,716+220.1% | $5,107+258.3% | $6,507+181.2% |
| Admin fee / account holder | $51,311 | $15,736+226.1% | $12,068+325.2% | $12,624+306.5% |