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 7-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 | $360,989 | $111,724+223.1% | $93,606+285.6% | $145,922+147.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 0.40% | 202.98%-202.6pp | 133.20%-132.8pp | 561.29%-560.9pp |
| Employer contribution / active EE | $1,840 | $3,090-40.5% | $2,420-24.0% | $4,660-60.5% |
| Participant deferral / active EE | $8,950 | $4,912+82.2% | $4,411+102.9% | $6,688+33.8% |
| Admin fee / account holder | $1,197 | $10,250-88.3% | $8,285-85.6% | $13,397-91.1% |