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 | $710,308 | $190,805+272.3% | $159,960+344.1% | $134,475+428.2% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -23.09% | 552.23%-575.3pp | 408.60%-431.7pp | 417.96%-441.1pp |
| Employer contribution / active EE | $4,455 | $4,995-10.8% | $4,226+5.4% | $4,740-6.0% |
| Participant deferral / active EE | $12,742 | $6,923+84.0% | $6,182+106.1% | $6,400+99.1% |
| Admin fee / account holder | $15,566 | $10,471+48.6% | $8,698+79.0% | $11,426+36.2% |