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 | $287,921 | $167,484+71.9% | $151,611+89.9% | $134,475+114.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.17% | 7.80%-31.0pp | 3.33%-26.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $4,463 | $6,829-34.6% | $6,166-27.6% | $4,740-5.8% |
| Participant deferral / active EE | $15,205 | $8,986+69.2% | $8,363+81.8% | $6,400+137.6% |
| Admin fee / account holder | $20,741 | $13,783+50.5% | $11,616+78.6% | $11,426+81.5% |