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 | $369,880 | $148,534+149.0% | $135,903+172.2% | $139,434+165.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -8.19% | 79.19%-87.4pp | 68.23%-76.4pp | 372.94%-381.1pp |
| Employer contribution / active EE | $28,000 | $5,243+434.0% | $4,856+476.6% | $4,751+489.4% |
| Participant deferral / active EE | $8,869 | $8,100+9.5% | $7,758+14.3% | $6,710+32.2% |
| Admin fee / account holder | $6,022 | $12,400-51.4% | $10,762-44.0% | $11,403-47.2% |