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 | $253,370 | $162,781+55.7% | $133,956+89.1% | $158,922+59.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.97% | 41.94%-43.9pp | 45.09%-47.1pp | 302.83%-304.8pp |
| Employer contribution / active EE | $12,962 | $4,975+160.5% | $3,919+230.8% | $4,761+172.2% |
| Participant deferral / active EE | $6,750 | $5,911+14.2% | $5,048+33.7% | $5,982+12.8% |
| Admin fee / account holder | $768 | $11,736-93.5% | $8,927-91.4% | $11,246-93.2% |