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 7-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 | $265,384 | $99,652+166.3% | $78,778+236.9% | $147,584+79.8% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 6.90% | 47.28%-40.4pp | 35.62%-28.7pp | 578.55%-571.6pp |
| Employer contribution / active EE | $8,146 | $2,796+191.4% | $1,986+310.2% | $4,876+67.1% |
| Participant deferral / active EE | $8,086 | $3,664+120.7% | $2,958+173.3% | $5,439+48.7% |
| Admin fee / account holder | $1,721 | $7,155-76.0% | $5,134-66.5% | $10,885-84.2% |