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 | $303,680 | $93,024+226.5% | $77,024+294.3% | $134,475+125.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.52% | 62.60%-86.1pp | 42.32%-65.8pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,195 | $3,418-35.8% | $2,812-22.0% | $4,740-53.7% |
| Participant deferral / active EE | $12,702 | $5,238+142.5% | $4,426+187.0% | $6,400+98.5% |
| Admin fee / account holder | $9,707 | $6,944+39.8% | $5,425+78.9% | $11,426-15.0% |