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 | $549,471 | $99,341+453.1% | $84,750+548.3% | $273,961+100.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.57% | 22.93%-23.5pp | 22.78%-23.4pp | 41.45%-42.0pp |
| Employer contribution / active EE | $13,875 | $4,214+229.3% | $3,574+288.2% | $4,869+185.0% |
| Participant deferral / active EE | $12,000 | $4,269+181.1% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $11,055 | $6,644+66.4% | $5,332+107.3% | $10,132+9.1% |