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 | $609,964 | $127,100+379.9% | $105,738+476.9% | $135,375+350.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.73% | 4.49%-14.2pp | 6.27%-16.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,901 | $4,107-5.0% | $3,268+19.3% | $4,779-18.4% |
| Participant deferral / active EE | $14,535 | $5,064+187.0% | $4,080+256.2% | $5,609+159.1% |
| Admin fee / account holder | $3,031 | $9,087-66.6% | $6,913-56.2% | $10,827-72.0% |