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 | $252,733 | $109,881+130.0% | $150,045+68.4% | $84,808+198.0% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 11.04% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $5,267 | $3,561+47.9% | $4,693+12.2% | $2,631+100.2% |
| Participant deferral / active EE | $9,089 | $6,636+37.0% | $7,997+13.7% | $4,212+115.8% |
| Admin fee / account holder | $10,837 | $8,568+26.5% | $13,435-19.3% | $7,344+47.6% |