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 | $444,608 | $131,829+237.3% | $108,579+309.5% | $273,961+62.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.13% | -91.57%+90.4pp | -51.70%+50.6pp | 41.45%-42.6pp |
| Employer contribution / active EE | $1,284 | $4,912-73.9% | $3,758-65.8% | $4,869-73.6% |
| Participant deferral / active EE | $3,100 | $5,127-39.5% | $4,311-28.1% | $5,287-41.4% |
| Admin fee / account holder | $12,868 | $10,252+25.5% | $7,645+68.3% | $10,132+27.0% |