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 7-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 | $452,910 | $165,335+173.9% | $149,696+202.6% | $158,922+185.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.92% | 348.15%-347.2pp | 276.60%-275.7pp | 302.83%-301.9pp |
| Employer contribution / active EE | $16,798 | $5,103+229.2% | $4,644+261.7% | $4,761+252.8% |
| Participant deferral / active EE | $10,800 | $7,181+50.4% | $6,842+57.9% | $5,982+80.5% |
| Admin fee / account holder | $4,677 | $10,807-56.7% | $9,309-49.8% | $11,246-58.4% |