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 | $454,252 | $97,044+368.1% | $83,333+445.1% | $135,375+235.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.07% | 12.31%-23.4pp | 10.63%-21.7pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,505 | $4,143-15.4% | $3,379+3.7% | $4,779-26.7% |
| Participant deferral / active EE | $9,882 | $5,964+65.7% | $5,565+77.6% | $5,609+76.2% |
| Admin fee / account holder | $14,359 | $8,380+71.4% | $7,510+91.2% | $10,827+32.6% |