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 | $439,707 | $148,534+196.0% | $135,903+223.5% | $139,434+215.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.20% | 79.19%-79.4pp | 68.23%-68.4pp | 372.94%-373.1pp |
| Employer contribution / active EE | $2,466 | $5,243-53.0% | $4,856-49.2% | $4,751-48.1% |
| Participant deferral / active EE | $10,750 | $8,100+32.7% | $7,758+38.6% | $6,710+60.2% |
| Admin fee / account holder | $2,129 | $12,400-82.8% | $10,762-80.2% | $11,403-81.3% |