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 | $271,139 | $105,126+157.9% | $94,646+186.5% | $139,434+94.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 5.23% | 38.03%-32.8pp | 156.71%-151.5pp | 372.94%-367.7pp |
| Employer contribution / active EE | $8,720 | $4,106+112.4% | $3,672+137.5% | $4,751+83.5% |
| Participant deferral / active EE | $21,000 | $7,599+176.3% | $7,418+183.1% | $6,710+213.0% |
| Admin fee / account holder | $10,572 | $8,984+17.7% | $7,231+46.2% | $11,403-7.3% |