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 | $397,768 | $131,829+201.7% | $108,579+266.3% | $273,961+45.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.22% | -91.57%+92.8pp | -51.70%+52.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $6,734 | $4,912+37.1% | $3,758+79.2% | $4,869+38.3% |
| Participant deferral / active EE | $22,723 | $5,127+343.2% | $4,311+427.1% | $5,287+329.8% |
| Admin fee / account holder | $2,813 | $10,252-72.6% | $7,645-63.2% | $10,132-72.2% |