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 | $293,838 | $100,754+191.6% | $86,677+239.0% | $134,475+118.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.32% | 29.04%-51.4pp | 35.91%-58.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,200 | $3,489-36.9% | $2,836-22.4% | $4,740-53.6% |
| Participant deferral / active EE | $9,130 | $5,338+71.0% | $4,656+96.1% | $6,400+42.7% |
| Admin fee / account holder | $2,502 | $10,926-77.1% | $7,493-66.6% | $11,426-78.1% |