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 | $294,704 | $168,632+74.8% | $147,614+99.6% | $125,391+135.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.42% | 77.65%-82.1pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $17,156 | $6,252+174.4% | $5,564+208.3% | $4,866+252.6% |
| Participant deferral / active EE | $11,963 | $5,507+117.2% | $4,895+144.4% | $5,352+123.6% |
| Admin fee / account holder | $715 | $13,580-94.7% | $11,611-93.8% | $9,540-92.5% |