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 | $318,459 | $165,984+91.9% | $164,813+93.2% | $145,922+118.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 6.89% | 100.03%-93.1pp | 69.93%-63.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $2,704 | $5,273-48.7% | $4,341-37.7% | $4,660-42.0% |
| Participant deferral / active EE | $10,818 | $6,959+55.5% | $6,031+79.4% | $6,688+61.8% |
| Admin fee / account holder | $2,343 | $16,648-85.9% | $12,690-81.5% | $13,397-82.5% |