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 | $347,315 | $154,228+125.2% | $145,433+138.8% | $137,256+153.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 9.33% | 74.59%-65.3pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $7,587 | $4,804+57.9% | $4,554+66.6% | $4,156+82.6% |
| Participant deferral / active EE | $3,072 | $8,216-62.6% | $7,897-61.1% | $6,407-52.1% |
| Admin fee / account holder | $2,166 | $14,344-84.9% | $13,129-83.5% | $12,270-82.3% |