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 | $349,853 | $185,822+88.3% | $169,993+105.8% | $139,434+150.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 6.76% | 60.50%-53.7pp | 53.37%-46.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $5,743 | $7,590-24.3% | $6,785-15.4% | $4,751+20.9% |
| Participant deferral / active EE | $8,109 | $11,622-30.2% | $10,408-22.1% | $6,710+20.9% |
| Admin fee / account holder | $774 | $15,381-95.0% | $12,815-94.0% | $11,403-93.2% |