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 | $664,512 | $172,111+286.1% | $150,298+342.1% | $137,256+384.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 8.67% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,942 | $4,636-58.1% | $4,154-53.2% | $4,156-53.3% |
| Participant deferral / active EE | $9,350 | $6,166+51.6% | $5,453+71.5% | $6,407+45.9% |
| Admin fee / account holder | $4,621 | $16,471-71.9% | $14,116-67.3% | $12,270-62.3% |