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 | $373,358 | $109,817+240.0% | $98,442+279.3% | $167,490+122.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -4.85% | 1956.69%-1961.5pp | 1492.73%-1497.6pp | 478.56%-483.4pp |
| Employer contribution / active EE | $1,891 | $3,224-41.3% | $2,960-36.1% | $4,837-60.9% |
| Participant deferral / active EE | $6,568 | $4,673+40.5% | $4,276+53.6% | $6,341+3.6% |
| Admin fee / account holder | $5,441 | $6,753-19.4% | $5,949-8.5% | $12,309-55.8% |