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 | $290,659 | $56,053+418.5% | $75,972+282.6% | $80,856+259.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 8.72% | 20.53%-11.8pp | 359.55%-350.8pp | 35.59%-26.9pp |
| Employer contribution / active EE | $12,710 | $1,874+578.2% | $2,685+373.4% | $2,755+361.4% |
| Participant deferral / active EE | $3,356 | $3,052+10.0% | $4,255-21.1% | $4,296-21.9% |
| Admin fee / account holder | $2,098 | $5,234-59.9% | $6,467-67.6% | $6,918-69.7% |