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 | $337,281 | $183,519+83.8% | $155,509+116.9% | $145,922+131.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 4.14% | 61.17%-57.0pp | 64.67%-60.5pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,360 | $5,313-55.6% | $4,672-49.5% | $4,660-49.4% |
| Participant deferral / active EE | $5,343 | $6,462-17.3% | $5,626-5.0% | $6,688-20.1% |
| Admin fee / account holder | $6,770 | $19,313-64.9% | $15,912-57.5% | $13,397-49.5% |