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 | $259,070 | $82,664+213.4% | $125,339+106.7% | $68,494+278.2% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -19.52% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $5,455 | $3,381+61.3% | $4,814+13.3% | $2,596+110.1% |
| Participant deferral / active EE | $8,841 | $6,110+44.7% | $7,446+18.7% | $4,027+119.5% |
| Admin fee / account holder | $4,385 | $6,275-30.1% | $10,010-56.2% | $5,403-18.8% |