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 | $511,111 | $214,378+138.4% | $200,582+154.8% | $142,382+259.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 10.02% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,770 | $6,841-44.9% | $6,419-41.3% | $4,299-12.3% |
| Participant deferral / active EE | $5,656 | $9,865-42.7% | $9,331-39.4% | $6,507-13.1% |
| Admin fee / account holder | $6,791 | $17,692-61.6% | $16,305-58.3% | $12,624-46.2% |