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 9-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 | $376,094 | $100,773+273.2% | $88,946+322.8% | $142,382+164.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -28.25% | 70.18%-98.4pp | 57.82%-86.1pp | 217.08%-245.3pp |
| Employer contribution / active EE | $2,962 | $2,918+1.5% | $2,555+15.9% | $4,299-31.1% |
| Participant deferral / active EE | $22,212 | $5,230+324.7% | $4,581+384.8% | $6,507+241.3% |
| Admin fee / account holder | $29,859 | $9,693+208.1% | $8,261+261.5% | $12,624+136.5% |