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 | $299,736 | $183,963+62.9% | $162,163+84.8% | $152,861+96.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 3.44% | 150.76%-147.3pp | 115.59%-112.2pp | 345.32%-341.9pp |
| Employer contribution / active EE | $11,610 | $6,371+82.2% | $5,614+106.8% | $4,762+143.8% |
| Participant deferral / active EE | $11,412 | $8,034+42.1% | $7,298+56.4% | $5,850+95.1% |
| Admin fee / account holder | $1,384 | $13,121-89.5% | $10,843-87.2% | $11,596-88.1% |