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 | $307,119 | $201,272+52.6% | $184,203+66.7% | $145,922+110.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 8.65% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,312 | $7,022-52.8% | $6,427-48.5% | $4,660-28.9% |
| Participant deferral / active EE | $9,295 | $9,806-5.2% | $9,131+1.8% | $6,688+39.0% |
| Admin fee / account holder | $4,726 | $16,364-71.1% | $13,901-66.0% | $13,397-64.7% |