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 6-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 | $282,528 | $114,381+147.0% | $107,525+162.8% | $142,382+98.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 10.75% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,868 | $4,015-53.5% | $3,754-50.2% | $4,299-56.5% |
| Participant deferral / active EE | $8,211 | $5,564+47.6% | $5,116+60.5% | $6,507+26.2% |
| Admin fee / account holder | $4,222 | $9,860-57.2% | $8,919-52.7% | $12,624-66.6% |