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 | $464,014 | $176,377+163.1% | $134,143+245.9% | $158,922+192.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -4.30% | 63.63%-67.9pp | 36.33%-40.6pp | 302.83%-307.1pp |
| Employer contribution / active EE | $8,060 | $5,040+59.9% | $3,704+117.6% | $4,761+69.3% |
| Participant deferral / active EE | $9,493 | $4,091+132.0% | $3,499+171.3% | $5,982+58.7% |
| Admin fee / account holder | $37,209 | $8,718+326.8% | $6,684+456.7% | $11,246+230.9% |