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 | $399,135 | $105,998+276.6% | $92,233+332.7% | $147,584+170.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.03% | 50.05%-43.0pp | 176.28%-169.2pp | 578.55%-571.5pp |
| Employer contribution / active EE | $8,877 | $4,333+104.9% | $3,679+141.3% | $4,876+82.0% |
| Participant deferral / active EE | $5,450 | $4,478+21.7% | $3,897+39.9% | $5,439+0.2% |
| Admin fee / account holder | $483 | $6,332-92.4% | $5,194-90.7% | $10,885-95.6% |