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 | $317,272 | $157,256+101.8% | $141,162+124.8% | $152,861+107.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 11.32% | 64.32%-53.0pp | 71.39%-60.1pp | 345.32%-334.0pp |
| Employer contribution / active EE | $4,855 | $5,261-7.7% | $4,735+2.5% | $4,762+2.0% |
| Participant deferral / active EE | $6,255 | $7,109-12.0% | $6,709-6.8% | $5,850+6.9% |
| Admin fee / account holder | $8,456 | $12,120-30.2% | $10,261-17.6% | $11,596-27.1% |