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 | $354,202 | $95,862+269.5% | $79,550+345.3% | $134,475+163.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -23.86% | -2.69%-21.2pp | 0.16%-24.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,513 | $3,128-19.7% | $2,413+4.1% | $4,740-47.0% |
| Participant deferral / active EE | $3,155 | $4,693-32.8% | $3,985-20.8% | $6,400-50.7% |
| Admin fee / account holder | $8,190 | $9,126-10.3% | $6,832+19.9% | $11,426-28.3% |