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 | $264,358 | $110,257+139.8% | $96,544+173.8% | $139,434+89.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 6.39% | 26.32%-19.9pp | 25.84%-19.5pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,778 | $3,620-23.3% | $2,965-6.3% | $4,751-41.5% |
| Participant deferral / active EE | $6,222 | $5,548+12.2% | $4,851+28.3% | $6,710-7.3% |
| Admin fee / account holder | $391 | $11,591-96.6% | $8,252-95.3% | $11,403-96.6% |