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 | $393,269 | $138,044+184.9% | $125,339+213.8% | $134,475+192.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -24.27% | 750.33%-774.6pp | 572.05%-596.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,694 | $5,243-67.7% | $4,814-64.8% | $4,740-64.3% |
| Participant deferral / active EE | $6,840 | $7,799-12.3% | $7,446-8.1% | $6,400+6.9% |
| Admin fee / account holder | $9,073 | $11,571-21.6% | $10,010-9.4% | $11,426-20.6% |