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 | $308,411 | $167,307+84.3% | $143,757+114.5% | $134,475+129.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.26% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $9,757 | $5,619+73.6% | $4,951+97.1% | $4,740+105.9% |
| Participant deferral / active EE | $5,963 | $6,446-7.5% | $5,637+5.8% | $6,400-6.8% |
| Admin fee / account holder | $2,026 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |