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 | $316,749 | $183,963+72.2% | $162,163+95.3% | $152,861+107.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 11.00% | 150.76%-139.8pp | 115.59%-104.6pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,811 | $6,371-55.9% | $5,614-49.9% | $4,762-41.0% |
| Participant deferral / active EE | $11,414 | $8,034+42.1% | $7,298+56.4% | $5,850+95.1% |
| Admin fee / account holder | $1,912 | $13,121-85.4% | $10,843-82.4% | $11,596-83.5% |