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 | $254,921 | $91,538+178.5% | $129,995+96.1% | $75,163+239.2% |
| Participation rate | 95.0% | 71.4%+23.6pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 9.87% | -631.11%+641.0pp | -137.18%+147.0pp | 160.62%-150.7pp |
| Employer contribution / active EE | $14,542 | $2,845+411.1% | $4,320+236.7% | $2,670+444.7% |
| Participant deferral / active EE | $2,847 | $4,341-34.4% | $5,820-51.1% | $4,125-31.0% |
| Admin fee / account holder | $4,932 | $6,790-27.4% | $10,614-53.5% | $5,651-12.7% |