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 | $358,732 | $138,065+159.8% | $123,544+190.4% | $135,375+165.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.59% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $6,250 | $5,151+21.3% | $4,628+35.1% | $4,779+30.8% |
| Participant deferral / active EE | $6,068 | $6,799-10.8% | $6,426-5.6% | $5,609+8.2% |
| Admin fee / account holder | $3,718 | $10,916-65.9% | $9,284-59.9% | $10,827-65.7% |