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 | $315,630 | $148,534+112.5% | $135,903+132.2% | $139,434+126.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 10.53% | 79.19%-68.7pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $6,079 | $5,243+15.9% | $4,856+25.2% | $4,751+28.0% |
| Participant deferral / active EE | $13,555 | $8,100+67.3% | $7,758+74.7% | $6,710+102.0% |
| Admin fee / account holder | $2,027 | $12,400-83.6% | $10,762-81.2% | $11,403-82.2% |