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 | $545,600 | $106,543+412.1% | $91,220+498.1% | $134,475+305.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.08% | 160.60%-181.7pp | 114.01%-135.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $23,868 | $3,331+616.7% | $2,850+737.5% | $4,740+403.6% |
| Participant deferral / active EE | $19,019 | $4,719+303.0% | $4,234+349.2% | $6,400+197.2% |
| Admin fee / account holder | $1,615 | $6,231-74.1% | $5,420-70.2% | $11,426-85.9% |