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 | $540,382 | $117,859+358.5% | $102,438+427.5% | $145,959+270.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -0.32% | 31.72%-32.0pp | 29.37%-29.7pp | 561.95%-562.3pp |
| Employer contribution / active EE | $1,883 | $3,615-47.9% | $3,024-37.7% | $4,661-59.6% |
| Participant deferral / active EE | $14,675 | $5,732+156.0% | $5,054+190.4% | $6,689+119.4% |
| Admin fee / account holder | $4,667 | $13,318-65.0% | $9,448-50.6% | $13,398-65.2% |