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 | $277,205 | $85,022+226.0% | $70,515+293.1% | $139,434+98.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 3.04% | 30.38%-27.3pp | 32.77%-29.7pp | 372.94%-369.9pp |
| Employer contribution / active EE | $9,514 | $3,909+143.4% | $2,973+220.0% | $4,751+100.3% |
| Participant deferral / active EE | $4,130 | $5,890-29.9% | $4,567-9.6% | $6,710-38.4% |
| Admin fee / account holder | $15,835 | $8,906+77.8% | $6,412+147.0% | $11,403+38.9% |