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 | $255,650 | $105,860+141.5% | $90,749+181.7% | $134,475+90.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.53% | -11.01%-11.5pp | -12.16%-10.4pp | 417.96%-440.5pp |
| Employer contribution / active EE | $4,898 | $3,462+41.5% | $2,921+67.7% | $4,740+3.3% |
| Participant deferral / active EE | $9,899 | $5,216+89.8% | $4,564+116.9% | $6,400+54.7% |
| Admin fee / account holder | $1,780 | $13,938-87.2% | $8,445-78.9% | $11,426-84.4% |