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 | $316,076 | $167,307+88.9% | $143,757+119.9% | $134,475+135.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.45% | 0.46%-32.9pp | -0.04%-32.4pp | 417.96%-450.4pp |
| Employer contribution / active EE | $12,174 | $5,619+116.7% | $4,951+145.9% | $4,740+156.9% |
| Participant deferral / active EE | $8,187 | $6,446+27.0% | $5,637+45.2% | $6,400+27.9% |
| Admin fee / account holder | $3,661 | $18,088-79.8% | $14,673-75.0% | $11,426-68.0% |