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 | $356,740 | $167,307+113.2% | $143,757+148.2% | $134,475+165.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.80% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $15,529 | $5,619+176.4% | $4,951+213.7% | $4,740+227.6% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,637+59.7% | $6,400+40.6% |
| Admin fee / account holder | $5,820 | $18,088-67.8% | $14,673-60.3% | $11,426-49.1% |