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 | $260,474 | $177,572+46.7% | $154,803+68.3% | $142,382+82.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 7.52% | 65.07%-57.6pp | 58.88%-51.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $10,569 | $4,810+119.7% | $4,305+145.5% | $4,299+145.8% |
| Participant deferral / active EE | $9,305 | $6,272+48.4% | $5,540+67.9% | $6,507+43.0% |
| Admin fee / account holder | $3,454 | $16,786-79.4% | $14,329-75.9% | $12,624-72.6% |