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 | $343,260 | $90,503+279.3% | $78,689+336.2% | $273,961+25.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.61% | 75.60%-80.2pp | 62.18%-66.8pp | 41.45%-46.1pp |
| Employer contribution / active EE | $5,116 | $3,176+61.1% | $2,851+79.5% | $4,869+5.1% |
| Participant deferral / active EE | $21,875 | $3,901+460.7% | $3,517+522.0% | $5,287+313.7% |
| Admin fee / account holder | $5,032 | $5,263-4.4% | $4,510+11.6% | $10,132-50.3% |