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 | $305,762 | $179,726+70.1% | $156,263+95.7% | $142,382+114.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.04% | 77.86%-68.8pp | 59.47%-50.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,752 | $5,069-26.0% | $4,333-13.4% | $4,299-12.7% |
| Participant deferral / active EE | $27,008 | $6,956+288.3% | $6,158+338.6% | $6,507+315.1% |
| Admin fee / account holder | $4,916 | $17,272-71.5% | $14,255-65.5% | $12,624-61.1% |