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 | $523,854 | $211,958+147.1% | $169,463+209.1% | $135,375+287.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.21% | 3.26%-13.5pp | 1.83%-12.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $13,303 | $5,120+159.8% | $4,159+219.8% | $4,779+178.4% |
| Participant deferral / active EE | $17,407 | $6,075+186.5% | $5,277+229.9% | $5,609+210.3% |
| Admin fee / account holder | $50,578 | $11,471+340.9% | $9,109+455.2% | $10,827+367.1% |