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 | $340,986 | $167,484+103.6% | $151,611+124.9% | $134,475+153.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.91% | 7.80%-37.7pp | 3.33%-33.2pp | 417.96%-447.9pp |
| Employer contribution / active EE | $23,643 | $6,829+246.2% | $6,166+283.4% | $4,740+398.8% |
| Participant deferral / active EE | $24,750 | $8,986+175.4% | $8,363+195.9% | $6,400+286.7% |
| Admin fee / account holder | $2,489 | $13,783-81.9% | $11,616-78.6% | $11,426-78.2% |