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 | $402,182 | $159,602+152.0% | $150,045+168.0% | $142,382+182.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -12.44% | 70.24%-82.7pp | 62.55%-75.0pp | 217.08%-229.5pp |
| Employer contribution / active EE | $3,674 | $4,961-25.9% | $4,693-21.7% | $4,299-14.5% |
| Participant deferral / active EE | $7,283 | $8,310-12.4% | $7,997-8.9% | $6,507+11.9% |
| Admin fee / account holder | $10,898 | $14,846-26.6% | $13,435-18.9% | $12,624-13.7% |