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 | $476,235 | $133,958+255.5% | $112,228+324.3% | $134,475+254.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.05% | 47.11%-68.2pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $8,830 | $4,038+118.7% | $3,635+142.9% | $4,740+86.3% |
| Participant deferral / active EE | $6,001 | $5,291+13.4% | $4,728+26.9% | $6,400-6.2% |
| Admin fee / account holder | $4,755 | $7,489-36.5% | $6,410-25.8% | $11,426-58.4% |