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 | $296,104 | $112,096+164.2% | $95,952+208.6% | $158,922+86.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -36.58% | 171.09%-207.7pp | 91.61%-128.2pp | 302.83%-339.4pp |
| Employer contribution / active EE | $11,084 | $3,198+246.6% | $2,541+336.2% | $4,761+132.8% |
| Participant deferral / active EE | $5,750 | $4,784+20.2% | $4,167+38.0% | $5,982-3.9% |
| Admin fee / account holder | $1,301 | $10,130-87.2% | $6,795-80.9% | $11,246-88.4% |