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 | $278,454 | $154,228+80.5% | $145,433+91.5% | $137,256+102.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,398 | $4,804-29.3% | $4,554-25.4% | $4,156-18.2% |
| Participant deferral / active EE | $9,258 | $8,216+12.7% | $7,897+17.2% | $6,407+44.5% |
| Admin fee / account holder | $68,528 | $14,344+377.8% | $13,129+422.0% | $12,270+458.5% |