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 | $376,486 | $214,378+75.6% | $200,582+87.7% | $142,382+164.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 11.59% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,716 | $6,841-31.1% | $6,419-26.5% | $4,299+9.7% |
| Participant deferral / active EE | $13,150 | $9,865+33.3% | $9,331+40.9% | $6,507+102.1% |
| Admin fee / account holder | $6,947 | $17,692-60.7% | $16,305-57.4% | $12,624-45.0% |