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 7-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 | $943,215 | $91,190+934.3% | $178,490+428.4% | $79,858+1081.1% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 2.07% | 24.19%-22.1pp | 151.07%-149.0pp | 31.71%-29.6pp |
| Employer contribution / active EE | $36,309 | $3,256+1015.2% | $5,011+624.6% | $2,471+1369.5% |
| Participant deferral / active EE | $22,639 | $3,236+599.6% | $5,202+335.2% | $3,740+505.3% |
| Admin fee / account holder | $5,042 | $6,751-25.3% | $13,984-63.9% | $5,306-5.0% |