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 | $366,116 | $105,998+245.4% | $92,233+296.9% | $147,584+148.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.73% | 50.05%-42.3pp | 176.28%-168.6pp | 578.55%-570.8pp |
| Employer contribution / active EE | $14,478 | $4,333+234.1% | $3,679+293.5% | $4,876+196.9% |
| Participant deferral / active EE | $6,117 | $4,478+36.6% | $3,897+57.0% | $5,439+12.5% |
| Admin fee / account holder | $1,084 | $6,332-82.9% | $5,194-79.1% | $10,885-90.0% |