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 | $285,273 | $154,117+85.1% | $129,995+119.4% | $139,434+104.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 7.73% | 32.48%-24.7pp | -137.18%+144.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,519 | $5,289-52.4% | $4,320-41.7% | $4,751-47.0% |
| Participant deferral / active EE | $10,078 | $6,710+50.2% | $5,820+73.2% | $6,710+50.2% |
| Admin fee / account holder | $1,236 | $14,007-91.2% | $10,614-88.4% | $11,403-89.2% |