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 | $299,121 | $179,726+66.4% | $156,263+91.4% | $142,382+110.1% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 9.01% | 77.86%-68.8pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $5,828 | $5,069+15.0% | $4,333+34.5% | $4,299+35.6% |
| Participant deferral / active EE | $7,825 | $6,956+12.5% | $6,158+27.1% | $6,507+20.3% |
| Admin fee / account holder | $35,996 | $17,272+108.4% | $14,255+152.5% | $12,624+185.1% |