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 | $391,667 | $138,065+183.7% | $123,544+217.0% | $135,375+189.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.21% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-531.9pp |
| Employer contribution / active EE | $4,650 | $5,151-9.7% | $4,628+0.5% | $4,779-2.7% |
| Participant deferral / active EE | $8,890 | $6,799+30.8% | $6,426+38.4% | $5,609+58.5% |
| Admin fee / account holder | $18,403 | $10,916+68.6% | $9,284+98.2% | $10,827+70.0% |