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 9-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 | $297,792 | $140,588+111.8% | $123,104+141.9% | $125,391+137.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.67% | 16.80%-23.5pp | 13.22%-19.9pp | 282.22%-288.9pp |
| Employer contribution / active EE | $17,812 | $6,041+194.8% | $5,151+245.8% | $4,866+266.1% |
| Participant deferral / active EE | $12,281 | $6,980+75.9% | $6,230+97.1% | $5,352+129.5% |
| Admin fee / account holder | $50,952 | $11,198+355.0% | $9,015+465.2% | $9,540+434.1% |