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 | $632,772 | $51,576+1126.9% | $129,207+389.7% | $80,856+682.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 5.14% | 20.81%-15.7pp | 9417.33%-9412.2pp | 35.59%-30.5pp |
| Employer contribution / active EE | $13,518 | $1,584+753.5% | $4,153+225.5% | $2,755+390.7% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,789 | $4,305+150.6% | $7,715+39.9% | $6,918+56.0% |