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 8-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 | $305,009 | $159,901+90.7% | $146,958+107.5% | $145,922+109.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.79% | 98.13%-95.3pp | 418.34%-415.5pp | 561.29%-558.5pp |
| Employer contribution / active EE | $24,566 | $5,286+364.7% | $4,933+398.0% | $4,660+427.2% |
| Participant deferral / active EE | $16,150 | $8,428+91.6% | $8,070+100.1% | $6,688+141.5% |
| Admin fee / account holder | $3,321 | $15,044-77.9% | $12,998-74.5% | $13,397-75.2% |