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 | $484,309 | $179,726+169.5% | $156,263+209.9% | $142,382+240.1% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 4.28% | 77.86%-73.6pp | 59.47%-55.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $3,005 | $5,069-40.7% | $4,333-30.6% | $4,299-30.1% |
| Participant deferral / active EE | $9,041 | $6,956+30.0% | $6,158+46.8% | $6,507+38.9% |
| Admin fee / account holder | $7,481 | $17,272-56.7% | $14,255-47.5% | $12,624-40.7% |