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 | $302,010 | $106,584+183.4% | $101,326+198.1% | $142,382+112.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.11% | 36.93%-26.8pp | 36.82%-26.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,464 | $3,956-63.0% | $3,665-60.1% | $4,299-65.9% |
| Participant deferral / active EE | $7,678 | $8,297-7.5% | $7,994-4.0% | $6,507+18.0% |
| Admin fee / account holder | $17,299 | $11,446+51.1% | $11,185+54.7% | $12,624+37.0% |