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 | $302,879 | $177,572+70.6% | $154,803+95.7% | $142,382+112.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 9.47% | 65.07%-55.6pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $9,514 | $4,810+97.8% | $4,305+121.0% | $4,299+121.3% |
| Participant deferral / active EE | $7,568 | $6,272+20.7% | $5,540+36.6% | $6,507+16.3% |
| Admin fee / account holder | $1,745 | $16,786-89.6% | $14,329-87.8% | $12,624-86.2% |