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 | $391,067 | $138,044+183.3% | $125,339+212.0% | $134,475+190.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.92% | 750.33%-775.2pp | 572.05%-597.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $6,361 | $5,243+21.3% | $4,814+32.1% | $4,740+34.2% |
| Participant deferral / active EE | $29,384 | $7,799+276.8% | $7,446+294.6% | $6,400+359.1% |
| Admin fee / account holder | $1,786 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |