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 7-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 | $255,895 | $159,901+60.0% | $146,958+74.1% | $145,922+75.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.65% | 98.13%-94.5pp | 418.34%-414.7pp | 561.29%-557.6pp |
| Employer contribution / active EE | $17,592 | $5,286+232.8% | $4,933+256.6% | $4,660+277.5% |
| Participant deferral / active EE | $30,479 | $8,428+261.6% | $8,070+277.7% | $6,688+355.7% |
| Admin fee / account holder | $6,000 | $15,044-60.1% | $12,998-53.8% | $13,397-55.2% |