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 | $479,713 | $159,934+199.9% | $147,005+226.3% | $145,959+228.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.12% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $4,071 | $5,287-23.0% | $4,934-17.5% | $4,661-12.7% |
| Participant deferral / active EE | $12,202 | $8,427+44.8% | $8,070+51.2% | $6,689+82.4% |
| Admin fee / account holder | $8,333 | $15,053-44.6% | $13,006-35.9% | $13,398-37.8% |