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 | $359,258 | $92,703+287.5% | $82,719+334.3% | $134,475+167.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.60% | 944.92%-966.5pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $4,376 | $3,274+33.7% | $3,009+45.4% | $4,740-7.7% |
| Participant deferral / active EE | $5,470 | $4,802+13.9% | $4,395+24.5% | $6,400-14.5% |
| Admin fee / account holder | $34,385 | $5,983+474.8% | $5,329+545.3% | $11,426+200.9% |