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 | $605,369 | $189,613+219.3% | $167,512+261.4% | $142,382+325.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.23% | 2024.68%-2018.4pp | 1615.79%-1609.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $6,214 | $4,349+42.9% | $3,882+60.1% | $4,299+44.5% |
| Participant deferral / active EE | $10,143 | $6,981+45.3% | $6,405+58.4% | $6,507+55.9% |
| Admin fee / account holder | $7,143 | $10,528-32.2% | $9,769-26.9% | $12,624-43.4% |