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 | $405,714 | $138,044+193.9% | $125,339+223.7% | $134,475+201.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.72% | 750.33%-774.0pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $5,561 | $5,243+6.1% | $4,814+15.5% | $4,740+17.3% |
| Participant deferral / active EE | $13,394 | $7,799+71.7% | $7,446+79.9% | $6,400+109.3% |
| Admin fee / account holder | $8,869 | $11,571-23.4% | $10,010-11.4% | $11,426-22.4% |