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 | $284,735 | $180,449+57.8% | $154,107+84.8% | $135,375+110.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -12.50% | 888.09%-900.6pp | 735.12%-747.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,279 | $6,035-62.2% | $5,298-57.0% | $4,779-52.3% |
| Participant deferral / active EE | $6,198 | $5,806+6.8% | $5,081+22.0% | $5,609+10.5% |
| Admin fee / account holder | $6,286 | $16,143-61.1% | $13,411-53.1% | $10,827-41.9% |