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 | $299,431 | $46,553+543.2% | $64,056+367.5% | $75,163+298.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.41% | 26.03%-15.6pp | 33.69%-23.3pp | 160.62%-150.2pp |
| Employer contribution / active EE | $11,512 | $1,974+483.3% | $2,747+319.2% | $2,670+331.2% |
| Participant deferral / active EE | $4,797 | $2,837+69.1% | $3,880+23.6% | $4,125+16.3% |
| Admin fee / account holder | $5,027 | $2,952+70.3% | $3,068+63.8% | $5,651-11.0% |