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 | $351,646 | $97,757+259.7% | $83,848+319.4% | $135,375+159.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -12.68% | 1287.37%-1300.1pp | 850.88%-863.6pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,969 | $4,222-53.4% | $3,631-45.8% | $4,779-58.8% |
| Participant deferral / active EE | $13,915 | $4,682+197.2% | $4,082+240.9% | $5,609+148.1% |
| Admin fee / account holder | $3,195 | $6,674-52.1% | $5,478-41.7% | $10,827-70.5% |