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 | $304,483 | $165,984+83.4% | $164,813+84.7% | $145,922+108.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 7.78% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,282 | $5,273-56.7% | $4,341-47.4% | $4,660-51.0% |
| Participant deferral / active EE | $8,229 | $6,959+18.3% | $6,031+36.4% | $6,688+23.1% |
| Admin fee / account holder | $11,860 | $16,648-28.8% | $12,690-6.5% | $13,397-11.5% |