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 | $286,439 | $162,781+76.0% | $133,956+113.8% | $158,922+80.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | -6.82% | 41.94%-48.8pp | 45.09%-51.9pp | 302.83%-309.7pp |
| Employer contribution / active EE | $2,304 | $4,975-53.7% | $3,919-41.2% | $4,761-51.6% |
| Participant deferral / active EE | $6,781 | $5,911+14.7% | $5,048+34.3% | $5,982+13.3% |
| Admin fee / account holder | $1,309 | $11,736-88.8% | $8,927-85.3% | $11,246-88.4% |