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 | $253,607 | $165,335+53.4% | $149,696+69.4% | $158,922+59.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 2.00% | 348.15%-346.1pp | 276.60%-274.6pp | 302.83%-300.8pp |
| Employer contribution / active EE | $5,339 | $5,103+4.6% | $4,644+15.0% | $4,761+12.1% |
| Participant deferral / active EE | $11,742 | $7,181+63.5% | $6,842+71.6% | $5,982+96.3% |
| Admin fee / account holder | $5,541 | $10,807-48.7% | $9,309-40.5% | $11,246-50.7% |