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 4-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 | $286,022 | $167,307+71.0% | $143,757+99.0% | $134,475+112.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -27.29% | 0.46%-27.8pp | -0.04%-27.3pp | 417.96%-445.3pp |
| Employer contribution / active EE | $2,919 | $5,619-48.1% | $4,951-41.0% | $4,740-38.4% |
| Participant deferral / active EE | $7,000 | $6,446+8.6% | $5,637+24.2% | $6,400+9.4% |
| Admin fee / account holder | $2,726 | $18,088-84.9% | $14,673-81.4% | $11,426-76.1% |