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 | $351,343 | $90,503+288.2% | $78,689+346.5% | $273,961+28.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.55% | 75.60%-76.2pp | 62.18%-62.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $8,040 | $3,176+153.2% | $2,851+182.1% | $4,869+65.1% |
| Participant deferral / active EE | $17,280 | $3,901+342.9% | $3,517+391.4% | $5,287+226.8% |
| Admin fee / account holder | $1,259 | $5,263-76.1% | $4,510-72.1% | $10,132-87.6% |