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 | $473,691 | $115,882+308.8% | $100,516+371.3% | $158,922+198.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.31% | 34.79%-28.5pp | 30.89%-24.6pp | 302.83%-296.5pp |
| Employer contribution / active EE | $4,614 | $4,103+12.4% | $3,418+35.0% | $4,761-3.1% |
| Participant deferral / active EE | $21,131 | $6,674+216.6% | $6,270+237.0% | $5,982+253.2% |
| Admin fee / account holder | $3,298 | $10,995-70.0% | $8,081-59.2% | $11,246-70.7% |