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 | $494,355 | $133,958+269.0% | $112,228+340.5% | $134,475+267.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.36% | 47.11%-72.5pp | 27.45%-52.8pp | 417.96%-443.3pp |
| Employer contribution / active EE | $3,847 | $4,038-4.7% | $3,635+5.8% | $4,740-18.8% |
| Participant deferral / active EE | $12,092 | $5,291+128.6% | $4,728+155.8% | $6,400+88.9% |
| Admin fee / account holder | $541 | $7,489-92.8% | $6,410-91.6% | $11,426-95.3% |