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 4-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 | $301,659 | $209,336+44.1% | $197,124+53.0% | $137,256+119.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -12.69% | 48.09%-60.8pp | 44.34%-57.0pp | 220.34%-233.0pp |
| Employer contribution / active EE | $6,558 | $6,591-0.5% | $6,227+5.3% | $4,156+57.8% |
| Participant deferral / active EE | $10,092 | $9,614+5.0% | $9,135+10.5% | $6,407+57.5% |
| Admin fee / account holder | $395 | $17,308-97.7% | $16,298-97.6% | $12,270-96.8% |