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 | $454,459 | $106,584+326.4% | $101,326+348.5% | $142,382+219.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 9.30% | 36.93%-27.6pp | 36.82%-27.5pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,442 | $3,956+37.6% | $3,665+48.5% | $4,299+26.6% |
| Participant deferral / active EE | $8,785 | $8,297+5.9% | $7,994+9.9% | $6,507+35.0% |
| Admin fee / account holder | $10,321 | $11,446-9.8% | $11,185-7.7% | $12,624-18.2% |