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 | $413,345 | $167,307+147.1% | $143,757+187.5% | $134,475+207.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -26.90% | 0.46%-27.4pp | -0.04%-26.9pp | 417.96%-444.9pp |
| Employer contribution / active EE | $12,360 | $5,619+120.0% | $4,951+149.6% | $4,740+160.8% |
| Participant deferral / active EE | $7,429 | $6,446+15.2% | $5,637+31.8% | $6,400+16.1% |
| Admin fee / account holder | $534 | $18,088-97.1% | $14,673-96.4% | $11,426-95.3% |