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 | $292,447 | $106,515+174.6% | $96,683+202.5% | $139,434+109.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 9.72% | 38.43%-28.7pp | 35.69%-26.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $4,391 | $4,103+7.0% | $3,737+17.5% | $4,751-7.6% |
| Participant deferral / active EE | $19,303 | $5,454+253.9% | $4,878+295.7% | $6,710+187.7% |
| Admin fee / account holder | $695 | $7,877-91.2% | $6,730-89.7% | $11,403-93.9% |