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 | $310,675 | $159,602+94.7% | $150,045+107.1% | $142,382+118.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 6.02% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,289 | $4,961-33.7% | $4,693-29.9% | $4,299-23.5% |
| Participant deferral / active EE | $12,157 | $8,310+46.3% | $7,997+52.0% | $6,507+86.8% |
| Admin fee / account holder | $4,927 | $14,846-66.8% | $13,435-63.3% | $12,624-61.0% |