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 | $280,870 | $167,484+67.7% | $151,611+85.3% | $134,475+108.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.29% | 7.80%-36.1pp | 3.33%-31.6pp | 417.96%-446.3pp |
| Employer contribution / active EE | $2,181 | $6,829-68.1% | $6,166-64.6% | $4,740-54.0% |
| Participant deferral / active EE | $10,750 | $8,986+19.6% | $8,363+28.5% | $6,400+68.0% |
| Admin fee / account holder | $2,219 | $13,783-83.9% | $11,616-80.9% | $11,426-80.6% |