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 | $292,327 | $166,020+76.1% | $164,866+77.3% | $145,959+100.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.77% | 100.08%-95.3pp | 69.97%-65.2pp | 561.95%-557.2pp |
| Employer contribution / active EE | $25,019 | $5,275+374.3% | $4,343+476.1% | $4,661+436.8% |
| Participant deferral / active EE | $3,436 | $6,961-50.6% | $6,033-43.1% | $6,689-48.6% |
| Admin fee / account holder | $14,911 | $16,644-10.4% | $12,689+17.5% | $13,398+11.3% |