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 | $288,480 | $209,336+37.8% | $197,124+46.3% | $137,256+110.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 8.95% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $4,929 | $6,591-25.2% | $6,227-20.8% | $4,156+18.6% |
| Participant deferral / active EE | $13,071 | $9,614+36.0% | $9,135+43.1% | $6,407+104.0% |
| Admin fee / account holder | $17,247 | $17,308-0.3% | $16,298+5.8% | $12,270+40.6% |