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 | $251,990 | $209,411+20.3% | $178,490+41.2% | $158,922+58.6% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 4.37% | 188.75%-184.4pp | 151.07%-146.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,126 | $5,706-62.7% | $5,011-57.6% | $4,761-55.4% |
| Participant deferral / active EE | $9,934 | $5,954+66.8% | $5,202+91.0% | $5,982+66.1% |
| Admin fee / account holder | $1,562 | $17,074-90.9% | $13,984-88.8% | $11,246-86.1% |