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.)
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 | $1,133,031 | $189,613+497.5% | $167,512+576.4% | $142,382+695.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.80% | 2024.68%-2012.9pp | 1615.79%-1604.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $12,367 | $4,349+184.4% | $3,882+218.6% | $4,299+187.7% |
| Participant deferral / active EE | $27,804 | $6,981+298.3% | $6,405+334.1% | $6,507+327.3% |
| Admin fee / account holder | $11,915 | $10,528+13.2% | $9,769+22.0% | $12,624-5.6% |