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 | $292,418 | $154,117+89.7% | $129,995+124.9% | $139,434+109.7% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | -4.56% | 32.48%-37.0pp | -137.18%+132.6pp | 372.94%-377.5pp |
| Employer contribution / active EE | $3,595 | $5,289-32.0% | $4,320-16.8% | $4,751-24.3% |
| Participant deferral / active EE | $6,318 | $6,710-5.8% | $5,820+8.6% | $6,710-5.8% |
| Admin fee / account holder | $5,814 | $14,007-58.5% | $10,614-45.2% | $11,403-49.0% |