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 | $760,990 | $102,966+639.1% | $90,281+742.9% | $152,861+397.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -2.08% | 95.16%-97.2pp | 78.10%-80.2pp | 345.32%-347.4pp |
| Employer contribution / active EE | $13,785 | $3,139+339.2% | $2,854+383.0% | $4,762+189.5% |
| Participant deferral / active EE | $10,308 | $4,281+140.8% | $3,885+165.3% | $5,850+76.2% |
| Admin fee / account holder | $838 | $6,171-86.4% | $5,351-84.3% | $11,596-92.8% |