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 | $336,831 | $99,032+240.1% | $80,019+320.9% | $135,375+148.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -13.39% | 15.39%-28.8pp | 11.22%-24.6pp | 519.73%-533.1pp |
| Employer contribution / active EE | $7,973 | $3,043+162.0% | $2,468+223.1% | $4,779+66.8% |
| Participant deferral / active EE | $19,175 | $4,282+347.8% | $3,686+420.3% | $5,609+241.9% |
| Admin fee / account holder | $22,667 | $10,436+117.2% | $6,521+247.6% | $10,827+109.4% |