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 | $290,939 | $148,534+95.9% | $135,903+114.1% | $139,434+108.7% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 12.06% | 79.19%-67.1pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,808 | $5,243-65.5% | $4,856-62.8% | $4,751-61.9% |
| Participant deferral / active EE | $6,117 | $8,100-24.5% | $7,758-21.2% | $6,710-8.8% |
| Admin fee / account holder | $6,692 | $12,400-46.0% | $10,762-37.8% | $11,403-41.3% |