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 | $378,245 | $202,318+87.0% | $172,739+119.0% | $152,861+147.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -2.97% | 1029.65%-1032.6pp | 802.84%-805.8pp | 345.32%-348.3pp |
| Employer contribution / active EE | $1,723 | $5,856-70.6% | $5,143-66.5% | $4,762-63.8% |
| Participant deferral / active EE | $8,367 | $5,948+40.7% | $5,198+61.0% | $5,850+43.0% |
| Admin fee / account holder | $3,614 | $17,109-78.9% | $13,954-74.1% | $11,596-68.8% |