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 9-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 | $381,018 | $90,519+320.9% | $93,789+306.3% | $134,475+183.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -23.40% | -15.72%-7.7pp | -11.33%-12.1pp | 417.96%-441.4pp |
| Employer contribution / active EE | $21,969 | $4,343+405.9% | $4,323+408.2% | $4,740+363.5% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,748 | $9,252-16.3% | $7,195+7.7% | $11,426-32.2% |