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 | $363,468 | $93,024+290.7% | $77,024+371.9% | $134,475+170.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.32% | 62.60%-85.9pp | 42.32%-65.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,795 | $3,418-18.2% | $2,812-0.6% | $4,740-41.0% |
| Participant deferral / active EE | $1,762 | $5,238-66.4% | $4,426-60.2% | $6,400-72.5% |
| Admin fee / account holder | $4,865 | $6,944-29.9% | $5,425-10.3% | $11,426-57.4% |