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 | $251,760 | $138,044+82.4% | $125,339+100.9% | $134,475+87.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -39.44% | 750.33%-789.8pp | 572.05%-611.5pp | 417.96%-457.4pp |
| Employer contribution / active EE | $13,407 | $5,243+155.7% | $4,814+178.5% | $4,740+182.9% |
| Participant deferral / active EE | $10,894 | $7,799+39.7% | $7,446+46.3% | $6,400+70.2% |
| Admin fee / account holder | $17,754 | $11,571+53.4% | $10,010+77.4% | $11,426+55.4% |