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 | $269,202 | $135,952+98.0% | $123,892+117.3% | $273,961-1.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 3.30% | 56.63%-53.3pp | 47.52%-44.2pp | 41.45%-38.2pp |
| Employer contribution / active EE | $6,058 | $5,170+17.2% | $4,617+31.2% | $4,869+24.4% |
| Participant deferral / active EE | $13,477 | $6,343+112.5% | $5,984+125.2% | $5,287+154.9% |
| Admin fee / account holder | $6,812 | $9,817-30.6% | $8,357-18.5% | $10,132-32.8% |