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 | $1,208,552 | $112,096+978.1% | $95,952+1159.5% | $158,922+660.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.33% | 171.09%-166.8pp | 91.61%-87.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $29,167 | $3,198+812.0% | $2,541+1047.9% | $4,761+512.6% |
| Participant deferral / active EE | $20,333 | $4,784+325.0% | $4,167+388.0% | $5,982+239.9% |
| Admin fee / account holder | $7,387 | $10,130-27.1% | $6,795+8.7% | $11,246-34.3% |