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 | $406,222 | $167,484+142.5% | $151,611+167.9% | $134,475+202.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -58.65% | 7.80%-66.4pp | 3.33%-62.0pp | 417.96%-476.6pp |
| Employer contribution / active EE | $3,567 | $6,829-47.8% | $6,166-42.1% | $4,740-24.7% |
| Participant deferral / active EE | $12,495 | $8,986+39.0% | $8,363+49.4% | $6,400+95.2% |
| Admin fee / account holder | $28,755 | $13,783+108.6% | $11,616+147.5% | $11,426+151.7% |