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 | $259,374 | $185,822+39.6% | $169,993+52.6% | $139,434+86.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.93% | 60.50%-53.6pp | 53.37%-46.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $1,847 | $7,590-75.7% | $6,785-72.8% | $4,751-61.1% |
| Participant deferral / active EE | $11,652 | $11,622+0.3% | $10,408+12.0% | $6,710+73.6% |
| Admin fee / account holder | $2,018 | $15,381-86.9% | $12,815-84.3% | $11,403-82.3% |