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 | $676,460 | $102,966+557.0% | $90,281+649.3% | $152,861+342.5% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | -1.32% | 95.16%-96.5pp | 78.10%-79.4pp | 345.32%-346.6pp |
| Employer contribution / active EE | $17,506 | $3,139+457.7% | $2,854+513.3% | $4,762+267.6% |
| Participant deferral / active EE | $8,135 | $4,281+90.0% | $3,885+109.4% | $5,850+39.0% |
| Admin fee / account holder | $77,967 | $6,171+1163.5% | $5,351+1357.0% | $11,596+572.3% |