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 | $536,969 | $142,344+277.2% | $119,609+348.9% | $134,475+299.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.89% | -12.44%-8.5pp | -14.97%-5.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $13,341 | $5,222+155.5% | $4,232+215.3% | $4,740+181.5% |
| Participant deferral / active EE | $12,154 | $6,469+87.9% | $5,602+116.9% | $6,400+89.9% |
| Admin fee / account holder | $1,658 | $13,584-87.8% | $10,323-83.9% | $11,426-85.5% |