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 | $261,916 | $100,773+159.9% | $88,946+194.5% | $142,382+84.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 9.61% | 70.18%-60.6pp | 57.82%-48.2pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,473 | $2,918+19.0% | $2,555+35.9% | $4,299-19.2% |
| Participant deferral / active EE | $901 | $5,230-82.8% | $4,581-80.3% | $6,507-86.2% |
| Admin fee / account holder | $6,981 | $9,693-28.0% | $8,261-15.5% | $12,624-44.7% |