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 | $289,504 | $165,335+75.1% | $149,696+93.4% | $158,922+82.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 6.84% | 348.15%-341.3pp | 276.60%-269.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,503 | $5,103-31.3% | $4,644-24.6% | $4,761-26.4% |
| Participant deferral / active EE | $7,468 | $7,181+4.0% | $6,842+9.2% | $5,982+24.8% |
| Admin fee / account holder | $2,660 | $10,807-75.4% | $9,309-71.4% | $11,246-76.3% |