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 | $313,605 | $88,594+254.0% | $70,092+347.4% | $134,475+133.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.42% | 442.67%-464.1pp | 190.73%-212.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $17,042 | $3,233+427.2% | $2,559+566.0% | $4,740+259.6% |
| Participant deferral / active EE | $14,431 | $4,772+202.4% | $3,849+275.0% | $6,400+125.5% |
| Admin fee / account holder | $1,978 | $10,441-81.1% | $6,267-68.4% | $11,426-82.7% |