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 | $294,835 | $107,334+174.7% | $92,893+217.4% | $152,861+92.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 4.09% | 145.58%-141.5pp | 109.41%-105.3pp | 345.32%-341.2pp |
| Employer contribution / active EE | $3,711 | $4,221-12.1% | $3,653+1.6% | $4,762-22.1% |
| Participant deferral / active EE | $8,706 | $4,845+79.7% | $4,236+105.5% | $5,850+48.8% |
| Admin fee / account holder | $1,978 | $7,079-72.1% | $5,794-65.9% | $11,596-82.9% |