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 | $255,403 | $142,344+79.4% | $119,609+113.5% | $134,475+89.9% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -27.22% | -12.44%-14.8pp | -14.97%-12.3pp | 417.96%-445.2pp |
| Employer contribution / active EE | $2,192 | $5,222-58.0% | $4,232-48.2% | $4,740-53.7% |
| Participant deferral / active EE | $9,015 | $6,469+39.3% | $5,602+60.9% | $6,400+40.9% |
| Admin fee / account holder | $18,962 | $13,584+39.6% | $10,323+83.7% | $11,426+66.0% |