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 3-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 | $350,333 | $159,901+119.1% | $146,958+138.4% | $145,922+140.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.23% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $6,593 | $5,286+24.7% | $4,933+33.6% | $4,660+41.5% |
| Participant deferral / active EE | $11,772 | $8,428+39.7% | $8,070+45.9% | $6,688+76.0% |
| Admin fee / account holder | $2,984 | $15,044-80.2% | $12,998-77.0% | $13,397-77.7% |