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 | $252,522 | $100,852+150.4% | $90,404+179.3% | $158,922+58.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.28% | 1724.20%-1721.9pp | 1293.02%-1290.7pp | 302.83%-300.5pp |
| Employer contribution / active EE | $13,587 | $3,689+268.4% | $3,262+316.5% | $4,761+185.4% |
| Participant deferral / active EE | $4,813 | $4,348+10.7% | $3,963+21.4% | $5,982-19.6% |
| Admin fee / account holder | $1,744 | $6,501-73.2% | $5,611-68.9% | $11,246-84.5% |