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 | $270,349 | $189,613+42.6% | $167,512+61.4% | $142,382+89.9% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 9.48% | 2024.68%-2015.2pp | 1615.79%-1606.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,321 | $4,349-46.6% | $3,882-40.2% | $4,299-46.0% |
| Participant deferral / active EE | $9,329 | $6,981+33.6% | $6,405+45.7% | $6,507+43.4% |
| Admin fee / account holder | $6,870 | $10,528-34.7% | $9,769-29.7% | $12,624-45.6% |