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 | $283,225 | $98,750+186.8% | $149,696+89.2% | $79,858+254.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.46% | 27.43%-22.0pp | 276.60%-271.1pp | 31.71%-26.3pp |
| Employer contribution / active EE | $12,710 | $3,216+295.2% | $4,644+173.7% | $2,471+414.4% |
| Participant deferral / active EE | $6,625 | $5,680+16.6% | $6,842-3.2% | $3,740+77.1% |
| Admin fee / account holder | $17,854 | $6,053+195.0% | $9,309+91.8% | $5,306+236.5% |