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 | $281,113 | $159,602+76.1% | $150,045+87.4% | $142,382+97.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.94% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $4,039 | $4,961-18.6% | $4,693-13.9% | $4,299-6.1% |
| Participant deferral / active EE | $10,192 | $8,310+22.6% | $7,997+27.5% | $6,507+56.6% |
| Admin fee / account holder | $21,270 | $14,846+43.3% | $13,435+58.3% | $12,624+68.5% |