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 | $439,613 | $69,207+535.2% | $64,056+586.3% | $139,434+215.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.46% | 45.88%-37.4pp | 33.69%-25.2pp | 372.94%-364.5pp |
| Employer contribution / active EE | $6,388 | $3,182+100.8% | $2,747+132.6% | $4,751+34.5% |
| Participant deferral / active EE | $15,911 | $4,682+239.9% | $3,880+310.1% | $6,710+137.1% |
| Admin fee / account holder | $2,483 | $4,244-41.5% | $3,068-19.1% | $11,403-78.2% |