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 | $347,942 | $159,602+118.0% | $150,045+131.9% | $142,382+144.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.07% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $6,832 | $4,961+37.7% | $4,693+45.6% | $4,299+58.9% |
| Participant deferral / active EE | $22,730 | $8,310+173.5% | $7,997+184.2% | $6,507+249.3% |
| Admin fee / account holder | $2,155 | $14,846-85.5% | $13,435-84.0% | $12,624-82.9% |