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 | $271,210 | $179,726+50.9% | $156,263+73.6% | $142,382+90.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 5.32% | 77.86%-72.5pp | 59.47%-54.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $3,233 | $5,069-36.2% | $4,333-25.4% | $4,299-24.8% |
| Participant deferral / active EE | $10,221 | $6,956+46.9% | $6,158+66.0% | $6,507+57.1% |
| Admin fee / account holder | $1,403 | $17,272-91.9% | $14,255-90.2% | $12,624-88.9% |