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 | $368,785 | $90,503+307.5% | $78,689+368.7% | $273,961+34.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.85% | 75.60%-74.8pp | 62.18%-61.3pp | 41.45%-40.6pp |
| Employer contribution / active EE | $20,801 | $3,176+555.0% | $2,851+629.7% | $4,869+327.2% |
| Participant deferral / active EE | $16,797 | $3,901+330.5% | $3,517+377.6% | $5,287+217.7% |
| Admin fee / account holder | $7,130 | $5,263+35.5% | $4,510+58.1% | $10,132-29.6% |