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 | $316,147 | $150,440+110.1% | $136,294+132.0% | $147,584+114.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.33% | 1049.08%-1046.7pp | 5155.94%-5153.6pp | 578.55%-576.2pp |
| Employer contribution / active EE | $8,054 | $5,256+53.2% | $4,695+71.5% | $4,876+65.2% |
| Participant deferral / active EE | $7,114 | $6,630+7.3% | $6,247+13.9% | $5,439+30.8% |
| Admin fee / account holder | $362 | $10,905-96.7% | $9,243-96.1% | $10,885-96.7% |