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 | $267,281 | $142,344+87.8% | $119,609+123.5% | $134,475+98.8% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -29.13% | -12.44%-16.7pp | -14.97%-14.2pp | 417.96%-447.1pp |
| Employer contribution / active EE | $12,091 | $5,222+131.5% | $4,232+185.7% | $4,740+155.1% |
| Participant deferral / active EE | $3,332 | $6,469-48.5% | $5,602-40.5% | $6,400-47.9% |
| Admin fee / account holder | $7,695 | $13,584-43.4% | $10,323-25.5% | $11,426-32.7% |