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 | $792,692 | $158,817+399.1% | $121,196+554.1% | $135,375+485.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -14.10% | -0.64%-13.5pp | 16.93%-31.0pp | 519.73%-533.8pp |
| Employer contribution / active EE | $26,250 | $5,665+363.4% | $4,022+552.7% | $4,779+449.3% |
| Participant deferral / active EE | $22,500 | $4,005+461.8% | $3,344+572.7% | $5,609+301.2% |
| Admin fee / account holder | $9,019 | $6,512+38.5% | $5,019+79.7% | $10,827-16.7% |