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 | $261,613 | $189,613+38.0% | $167,512+56.2% | $142,382+83.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.45% | 2024.68%-2015.2pp | 1615.79%-1606.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $6,972 | $4,349+60.3% | $3,882+79.6% | $4,299+62.2% |
| Participant deferral / active EE | $10,032 | $6,981+43.7% | $6,405+56.6% | $6,507+54.2% |
| Admin fee / account holder | $4,782 | $10,528-54.6% | $9,769-51.1% | $12,624-62.1% |