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 | $329,897 | $159,602+106.7% | $150,045+119.9% | $142,382+131.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 11.98% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,644 | $4,961-6.4% | $4,693-1.0% | $4,299+8.0% |
| Participant deferral / active EE | $8,673 | $8,310+4.4% | $7,997+8.4% | $6,507+33.3% |
| Admin fee / account holder | $24,103 | $14,846+62.4% | $13,435+79.4% | $12,624+90.9% |