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 | $480,501 | $175,202+174.3% | $149,673+221.0% | $139,434+244.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -5.29% | 166.71%-172.0pp | 134.42%-139.7pp | 372.94%-378.2pp |
| Employer contribution / active EE | $18,898 | $5,474+245.2% | $4,818+292.3% | $4,751+297.8% |
| Participant deferral / active EE | $13,336 | $6,519+104.6% | $5,680+134.8% | $6,710+98.7% |
| Admin fee / account holder | $148,309 | $16,150+818.3% | $13,210+1022.7% | $11,403+1200.7% |