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 | $768,827 | $214,378+258.6% | $200,582+283.3% | $142,382+440.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 11.36% | 46.41%-35.0pp | 42.33%-31.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,567 | $6,841-62.5% | $6,419-60.0% | $4,299-40.3% |
| Participant deferral / active EE | $4,217 | $9,865-57.3% | $9,331-54.8% | $6,507-35.2% |
| Admin fee / account holder | $7,514 | $17,692-57.5% | $16,305-53.9% | $12,624-40.5% |