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 | $252,954 | $167,307+51.2% | $143,757+76.0% | $134,475+88.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -26.30% | 0.46%-26.8pp | -0.04%-26.3pp | 417.96%-444.3pp |
| Employer contribution / active EE | $16,744 | $5,619+198.0% | $4,951+238.2% | $4,740+253.3% |
| Participant deferral / active EE | $9,718 | $6,446+50.8% | $5,637+72.4% | $6,400+51.8% |
| Admin fee / account holder | $4,684 | $18,088-74.1% | $14,673-68.1% | $11,426-59.0% |