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 | $342,577 | $214,378+59.8% | $200,582+70.8% | $142,382+140.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.67% | 46.41%-42.7pp | 42.33%-38.7pp | 217.08%-213.4pp |
| Employer contribution / active EE | $5,112 | $6,841-25.3% | $6,419-20.4% | $4,299+18.9% |
| Participant deferral / active EE | $16,505 | $9,865+67.3% | $9,331+76.9% | $6,507+153.6% |
| Admin fee / account holder | $2,359 | $17,692-86.7% | $16,305-85.5% | $12,624-81.3% |