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 | $446,570 | $157,256+184.0% | $141,162+216.4% | $152,861+192.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.74% | 64.32%-52.6pp | 71.39%-59.6pp | 345.32%-333.6pp |
| Employer contribution / active EE | $2,769 | $5,261-47.4% | $4,735-41.5% | $4,762-41.9% |
| Participant deferral / active EE | $8,909 | $7,109+25.3% | $6,709+32.8% | $5,850+52.3% |
| Admin fee / account holder | $34,994 | $12,120+188.7% | $10,261+241.0% | $11,596+201.8% |