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 | $410,273 | $133,958+206.3% | $112,228+265.6% | $134,475+205.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.72% | 47.11%-72.8pp | 27.45%-53.2pp | 417.96%-443.7pp |
| Employer contribution / active EE | $17,918 | $4,038+343.7% | $3,635+393.0% | $4,740+278.1% |
| Participant deferral / active EE | $12,000 | $5,291+126.8% | $4,728+153.8% | $6,400+87.5% |
| Admin fee / account holder | $942 | $7,489-87.4% | $6,410-85.3% | $11,426-91.8% |