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 | $209,336+144.2% | $197,124+159.3% | $137,256+272.4% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 10.02% | 48.09%-38.1pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,770 | $6,591-42.8% | $6,227-39.5% | $4,156-9.3% |
| Participant deferral / active EE | $5,656 | $9,614-41.2% | $9,135-38.1% | $6,407-11.7% |
| Admin fee / account holder | $6,791 | $17,308-60.8% | $16,298-58.3% | $12,270-44.7% |