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 | $304,981 | $214,378+42.3% | $200,582+52.0% | $142,382+114.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 10.76% | 46.41%-35.6pp | 42.33%-31.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $4,914 | $6,841-28.2% | $6,419-23.4% | $4,299+14.3% |
| Participant deferral / active EE | $11,668 | $9,865+18.3% | $9,331+25.0% | $6,507+79.3% |
| Admin fee / account holder | $657 | $17,692-96.3% | $16,305-96.0% | $12,624-94.8% |