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 | $304,349 | $106,515+185.7% | $96,683+214.8% | $139,434+118.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 9.38% | 38.43%-29.0pp | 35.69%-26.3pp | 372.94%-363.6pp |
| Employer contribution / active EE | $5,276 | $4,103+28.6% | $3,737+41.2% | $4,751+11.1% |
| Participant deferral / active EE | $6,095 | $5,454+11.8% | $4,878+24.9% | $6,710-9.2% |
| Admin fee / account holder | $5,555 | $7,877-29.5% | $6,730-17.5% | $11,403-51.3% |