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 7-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 | $373,771 | $167,484+123.2% | $151,611+146.5% | $134,475+177.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.05% | 7.80%-32.8pp | 3.33%-28.4pp | 417.96%-443.0pp |
| Employer contribution / active EE | $13,136 | $6,829+92.3% | $6,166+113.0% | $4,740+177.1% |
| Participant deferral / active EE | $8,192 | $8,986-8.8% | $8,363-2.0% | $6,400+28.0% |
| Admin fee / account holder | $6,334 | $13,783-54.0% | $11,616-45.5% | $11,426-44.6% |