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 | $414,407 | $117,381+253.0% | $99,443+316.7% | $152,861+171.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 3.48% | 31.87%-28.4pp | 30.72%-27.2pp | 345.32%-341.8pp |
| Employer contribution / active EE | $12,550 | $3,013+316.6% | $2,540+394.1% | $4,762+163.5% |
| Participant deferral / active EE | $12,574 | $4,086+207.7% | $3,619+247.5% | $5,850+114.9% |
| Admin fee / account holder | $4,909 | $7,631-35.7% | $6,250-21.5% | $11,596-57.7% |