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 | $717,915 | $77,419+827.3% | $69,455+933.6% | $152,861+369.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.27% | 39.06%-37.8pp | 28.97%-27.7pp | 345.32%-344.0pp |
| Employer contribution / active EE | $9,771 | $3,315+194.7% | $2,779+251.6% | $4,762+105.2% |
| Participant deferral / active EE | $12,064 | $4,414+173.3% | $3,535+241.2% | $5,850+106.2% |
| Admin fee / account holder | $7,795 | $6,207+25.6% | $3,839+103.0% | $11,596-32.8% |