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 | $320,798 | $209,411+53.2% | $178,490+79.7% | $158,922+101.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.12% | 188.75%-188.9pp | 151.07%-151.2pp | 302.83%-302.9pp |
| Employer contribution / active EE | $2,422 | $5,706-57.6% | $5,011-51.7% | $4,761-49.1% |
| Participant deferral / active EE | $12,705 | $5,954+113.4% | $5,202+144.2% | $5,982+112.4% |
| Admin fee / account holder | $626 | $17,074-96.3% | $13,984-95.5% | $11,246-94.4% |