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 | $326,142 | $175,202+86.2% | $149,673+117.9% | $139,434+133.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 9.00% | 166.71%-157.7pp | 134.42%-125.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $3,721 | $5,474-32.0% | $4,818-22.8% | $4,751-21.7% |
| Participant deferral / active EE | $13,085 | $6,519+100.7% | $5,680+130.4% | $6,710+95.0% |
| Admin fee / account holder | $3,184 | $16,150-80.3% | $13,210-75.9% | $11,403-72.1% |