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 | $432,780 | $159,602+171.2% | $150,045+188.4% | $142,382+204.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 8.74% | 70.24%-61.5pp | 62.55%-53.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $8,019 | $4,961+61.6% | $4,693+70.9% | $4,299+86.5% |
| Participant deferral / active EE | $14,083 | $8,310+69.5% | $7,997+76.1% | $6,507+116.4% |
| Admin fee / account holder | $5,294 | $14,846-64.3% | $13,435-60.6% | $12,624-58.1% |