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 6-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 | $291,687 | $201,272+44.9% | $184,203+58.4% | $145,922+99.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.32% | 29.00%-24.7pp | 28.81%-24.5pp | 561.29%-557.0pp |
| Employer contribution / active EE | $11,200 | $7,022+59.5% | $6,427+74.3% | $4,660+140.4% |
| Participant deferral / active EE | $16,500 | $9,806+68.3% | $9,131+80.7% | $6,688+146.7% |
| Admin fee / account holder | $825 | $16,364-95.0% | $13,901-94.1% | $13,397-93.8% |