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 | $289,241 | $84,402+242.7% | $61,373+371.3% | $134,475+115.1% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -23.59% | 584.55%-608.1pp | 338.61%-362.2pp | 417.96%-441.6pp |
| Employer contribution / active EE | $6,636 | $1,544+329.7% | $1,159+472.4% | $4,740+40.0% |
| Participant deferral / active EE | $11,876 | $2,819+321.3% | $2,125+458.9% | $6,400+85.6% |
| Admin fee / account holder | $463 | $2,585-82.1% | $2,130-78.3% | $11,426-95.9% |