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 | $266,971 | $209,336+27.5% | $197,124+35.4% | $137,256+94.5% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 3.18% | 48.09%-44.9pp | 44.34%-41.2pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,653 | $6,591-74.9% | $6,227-73.5% | $4,156-60.2% |
| Participant deferral / active EE | $5,509 | $9,614-42.7% | $9,135-39.7% | $6,407-14.0% |
| Admin fee / account holder | $596 | $17,308-96.6% | $16,298-96.3% | $12,270-95.1% |