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 7-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 | $413,237 | $197,825+108.9% | $155,790+165.3% | $125,391+229.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.60% | 86.74%-90.3pp | 71.54%-75.1pp | 282.22%-285.8pp |
| Employer contribution / active EE | $19,228 | $4,847+296.7% | $3,836+401.2% | $4,866+295.2% |
| Participant deferral / active EE | $12,000 | $5,630+113.1% | $4,797+150.2% | $5,352+124.2% |
| Admin fee / account holder | $3,810 | $9,545-60.1% | $7,478-49.1% | $9,540-60.1% |