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 | $421,201 | $142,344+195.9% | $119,609+252.1% | $134,475+213.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -26.05% | -12.44%-13.6pp | -14.97%-11.1pp | 417.96%-444.0pp |
| Employer contribution / active EE | $4,330 | $5,222-17.1% | $4,232+2.3% | $4,740-8.6% |
| Participant deferral / active EE | $15,110 | $6,469+133.6% | $5,602+169.7% | $6,400+136.1% |
| Admin fee / account holder | $1,036 | $13,584-92.4% | $10,323-90.0% | $11,426-90.9% |