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 10-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 | $305,785 | $95,193+221.2% | $76,523+299.6% | $135,375+125.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -10.77% | 4.85%-15.6pp | -0.27%-10.5pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,992 | $3,302-39.7% | $2,647-24.7% | $4,779-58.3% |
| Participant deferral / active EE | $7,266 | $4,639+56.6% | $3,835+89.4% | $5,609+29.5% |
| Admin fee / account holder | $590 | $6,249-90.6% | $4,848-87.8% | $10,827-94.6% |