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 | $392,069 | $183,963+113.1% | $162,163+141.8% | $152,861+156.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -0.84% | 150.76%-151.6pp | 115.59%-116.4pp | 345.32%-346.2pp |
| Employer contribution / active EE | $9,663 | $6,371+51.7% | $5,614+72.1% | $4,762+102.9% |
| Participant deferral / active EE | $4,371 | $8,034-45.6% | $7,298-40.1% | $5,850-25.3% |
| Admin fee / account holder | $1,947 | $13,121-85.2% | $10,843-82.0% | $11,596-83.2% |