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 | $271,127 | $106,890+153.7% | $84,015+222.7% | $152,861+77.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | -1.82% | 104.99%-106.8pp | 71.31%-73.1pp | 345.32%-347.1pp |
| Employer contribution / active EE | $1,202 | $2,734-56.0% | $1,983-39.4% | $4,762-74.8% |
| Participant deferral / active EE | $5,581 | $4,011+39.1% | $3,239+72.3% | $5,850-4.6% |
| Admin fee / account holder | $2,160 | $8,285-73.9% | $6,101-64.6% | $11,596-81.4% |