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 | $377,785 | $159,602+136.7% | $150,045+151.8% | $142,382+165.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 7.23% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,888 | $4,961-21.6% | $4,693-17.2% | $4,299-9.6% |
| Participant deferral / active EE | $11,713 | $8,310+41.0% | $7,997+46.5% | $6,507+80.0% |
| Admin fee / account holder | $1,805 | $14,846-87.8% | $13,435-86.6% | $12,624-85.7% |