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 | $272,042 | $99,640+173.0% | $86,436+214.7% | $134,475+102.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.82% | 6782.58%-6804.4pp | 4394.89%-4416.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $3,160 | $4,400-28.2% | $3,769-16.1% | $4,740-33.3% |
| Participant deferral / active EE | $25,381 | $7,246+250.3% | $6,952+265.1% | $6,400+296.6% |
| Admin fee / account holder | $1,864 | $8,371-77.7% | $6,731-72.3% | $11,426-83.7% |