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 | $269,049 | $135,635+98.4% | $110,238+144.1% | $135,375+98.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -10.48% | 513.19%-523.7pp | 314.74%-325.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $18,831 | $4,906+283.8% | $3,826+392.1% | $4,779+294.1% |
| Participant deferral / active EE | $9,005 | $5,506+63.5% | $4,672+92.8% | $5,609+60.6% |
| Admin fee / account holder | $856 | $11,457-92.5% | $8,547-90.0% | $10,827-92.1% |