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 | $332,245 | $175,202+89.6% | $149,673+122.0% | $139,434+138.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 8.91% | 166.71%-157.8pp | 134.42%-125.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $5,597 | $5,474+2.2% | $4,818+16.2% | $4,751+17.8% |
| Participant deferral / active EE | $6,943 | $6,519+6.5% | $5,680+22.2% | $6,710+3.5% |
| Admin fee / account holder | $3,547 | $16,150-78.0% | $13,210-73.1% | $11,403-68.9% |