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 | $381,184 | $88,707+329.7% | $74,183+413.8% | $273,961+39.1% |
| Participation rate | 77.3% | 79.4%-2.2pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | -1.14% | 11.94%-13.1pp | 17.74%-18.9pp | 41.45%-42.6pp |
| Employer contribution / active EE | $13,636 | $3,159+331.6% | $2,370+475.4% | $4,869+180.1% |
| Participant deferral / active EE | $7,352 | $4,212+74.6% | $3,550+107.1% | $5,287+39.1% |
| Admin fee / account holder | $21,584 | $8,717+147.6% | $5,586+286.4% | $10,132+113.0% |