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 5-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 | $415,215 | $214,378+93.7% | $200,582+107.0% | $142,382+191.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 5.45% | 46.41%-41.0pp | 42.33%-36.9pp | 217.08%-211.6pp |
| Employer contribution / active EE | $6,765 | $6,841-1.1% | $6,419+5.4% | $4,299+57.4% |
| Participant deferral / active EE | $13,213 | $9,865+33.9% | $9,331+41.6% | $6,507+103.0% |
| Admin fee / account holder | $138,649 | $17,692+683.7% | $16,305+750.4% | $12,624+998.3% |