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 9-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 | $915,955 | $169,032+441.9% | $129,207+608.9% | $145,922+527.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -0.30% | 14330.11%-14330.4pp | 9417.33%-9417.6pp | 561.29%-561.6pp |
| Employer contribution / active EE | $11,265 | $5,537+103.5% | $4,153+171.2% | $4,660+141.8% |
| Participant deferral / active EE | $20,333 | $4,987+307.7% | $4,168+387.9% | $6,688+204.0% |
| Admin fee / account holder | $1,569 | $9,954-84.2% | $7,715-79.7% | $13,397-88.3% |