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 | $265,753 | $105,126+152.8% | $94,646+180.8% | $139,434+90.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.26% | 38.03%-26.8pp | 156.71%-145.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $12,610 | $4,106+207.2% | $3,672+243.4% | $4,751+165.4% |
| Participant deferral / active EE | $12,773 | $7,599+68.1% | $7,418+72.2% | $6,710+90.4% |
| Admin fee / account holder | $22,598 | $8,984+151.5% | $7,231+212.5% | $11,403+98.2% |