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 8-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 | $270,783 | $159,901+69.3% | $146,958+84.3% | $145,922+85.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 4.37% | 98.13%-93.8pp | 418.34%-414.0pp | 561.29%-556.9pp |
| Employer contribution / active EE | $5,974 | $5,286+13.0% | $4,933+21.1% | $4,660+28.2% |
| Participant deferral / active EE | $16,418 | $8,428+94.8% | $8,070+103.5% | $6,688+145.5% |
| Admin fee / account holder | $3,094 | $15,044-79.4% | $12,998-76.2% | $13,397-76.9% |