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 | $214,378+40.7% | $200,582+50.4% | $142,382+111.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -12.69% | 46.41%-59.1pp | 42.33%-55.0pp | 217.08%-229.8pp |
| Employer contribution / active EE | $6,558 | $6,841-4.1% | $6,419+2.2% | $4,299+52.5% |
| Participant deferral / active EE | $10,092 | $9,865+2.3% | $9,331+8.2% | $6,507+55.1% |
| Admin fee / account holder | $395 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |