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 | $257,420 | $109,413+135.3% | $156,263+64.7% | $84,808+203.5% |
| Participation rate | 79.7% | 72.7%+7.0pp | 78.9%+0.8pp | 68.3%+11.3pp |
| Annual return | 12.21% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,465 | $2,907-15.2% | $4,333-43.1% | $2,631-6.3% |
| Participant deferral / active EE | $7,418 | $4,590+61.6% | $6,158+20.4% | $4,212+76.1% |
| Admin fee / account holder | $6,664 | $9,357-28.8% | $14,255-53.2% | $7,344-9.3% |