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 | $323,162 | $159,602+102.5% | $150,045+115.4% | $142,382+127.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 12.29% | 70.24%-57.9pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $13,804 | $4,961+178.3% | $4,693+194.1% | $4,299+221.1% |
| Participant deferral / active EE | $5,227 | $8,310-37.1% | $7,997-34.6% | $6,507-19.7% |
| Admin fee / account holder | $7,921 | $14,846-46.6% | $13,435-41.0% | $12,624-37.3% |