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 | $394,586 | $202,318+95.0% | $172,739+128.4% | $152,861+158.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.83% | 1029.65%-1028.8pp | 802.84%-802.0pp | 345.32%-344.5pp |
| Employer contribution / active EE | $4,937 | $5,856-15.7% | $5,143-4.0% | $4,762+3.7% |
| Participant deferral / active EE | $4,150 | $5,948-30.2% | $5,198-20.2% | $5,850-29.1% |
| Admin fee / account holder | $15,814 | $17,109-7.6% | $13,954+13.3% | $11,596+36.4% |