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 | $385,516 | $165,335+133.2% | $149,696+157.5% | $158,922+142.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.88% | 348.15%-350.0pp | 276.60%-278.5pp | 302.83%-304.7pp |
| Employer contribution / active EE | $11,089 | $5,103+117.3% | $4,644+138.8% | $4,761+132.9% |
| Participant deferral / active EE | $14,188 | $7,181+97.6% | $6,842+107.4% | $5,982+137.2% |
| Admin fee / account holder | $3,508 | $10,807-67.5% | $9,309-62.3% | $11,246-68.8% |