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 | $275,995 | $209,411+31.8% | $178,490+54.6% | $158,922+73.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.79% | 188.75%-183.0pp | 151.07%-145.3pp | 302.83%-297.0pp |
| Employer contribution / active EE | $9,114 | $5,706+59.7% | $5,011+81.9% | $4,761+91.4% |
| Participant deferral / active EE | $5,200 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $1,796 | $17,074-89.5% | $13,984-87.2% | $11,246-84.0% |