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 9-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 | $265,958 | $155,788+70.7% | $124,672+113.3% | $167,490+58.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.91% | 17.97%-10.1pp | 5142.93%-5135.0pp | 478.56%-470.7pp |
| Employer contribution / active EE | $3,766 | $4,163-9.5% | $3,324+13.3% | $4,837-22.1% |
| Participant deferral / active EE | $15,923 | $5,673+180.7% | $4,614+245.1% | $6,341+151.1% |
| Admin fee / account holder | $1,859 | $9,531-80.5% | $7,493-75.2% | $12,309-84.9% |