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 | $345,225 | $74,888+361.0% | $71,209+384.8% | $142,382+142.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.93% | 345.14%-333.2pp | 282.51%-270.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,803 | $2,854+103.3% | $2,721+113.3% | $4,299+35.0% |
| Participant deferral / active EE | $19,694 | $4,454+342.1% | $4,175+371.7% | $6,507+202.6% |
| Admin fee / account holder | $13,223 | $5,568+137.5% | $5,349+147.2% | $12,624+4.7% |