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 | $250,985 | $99,640+151.9% | $86,436+190.4% | $134,475+86.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -26.61% | 6782.58%-6809.2pp | 4394.89%-4421.5pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,783 | $4,400-59.5% | $3,769-52.7% | $4,740-62.4% |
| Participant deferral / active EE | $2,915 | $7,246-59.8% | $6,952-58.1% | $6,400-54.5% |
| Admin fee / account holder | $383 | $8,371-95.4% | $6,731-94.3% | $11,426-96.6% |