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 | $301,542 | $138,044+118.4% | $125,339+140.6% | $134,475+124.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.67% | 750.33%-776.0pp | 572.05%-597.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,313 | $5,243-55.9% | $4,814-52.0% | $4,740-51.2% |
| Participant deferral / active EE | $8,183 | $7,799+4.9% | $7,446+9.9% | $6,400+27.9% |
| Admin fee / account holder | $1,614 | $11,571-86.1% | $10,010-83.9% | $11,426-85.9% |