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 | $288,458 | $74,888+285.2% | $71,209+305.1% | $142,382+102.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.86% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,809 | $2,854-36.6% | $2,721-33.5% | $4,299-57.9% |
| Participant deferral / active EE | $8,202 | $4,454+84.1% | $4,175+96.4% | $6,507+26.0% |
| Admin fee / account holder | $3,747 | $5,568-32.7% | $5,349-29.9% | $12,624-70.3% |